CLARX Mutual Fund

CLARX Mutual Fund

NAV$8.60
See how much of CLARX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 47 holdings · as of Aug 31, 2026
Top 10 weight
56.13%
CLARX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WELL
Welltower, Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
12.88%		12.9%116,624$27.55MReal EstateEquity Real Estate Investment Trusts (REITs)
2—Equinix Inc. Real Estate Investment TrustReal Estate · Real Estate
10.22%		23.1%20,875$21.85MReal EstateReal Estate
Share changes, sector and industry · Pro
3
AMT
American Tower Corp
7.85%		31.0%95,596$16.80M
4
PLD
Prologis Inc
6.03%		37.0%92,181$12.90M
5
EGP
Eastgroup Properties Inc. Real Estate Investment Trust
3.48%		40.5%37,265$7.43M
6—Vivmark Residential
3.42%		43.9%112,356$7.32M
7
SPG
Simon Property Group Inc
3.15%		47.0%31,696$6.73M
8
UDR
Udr Inc.
3.08%		50.1%178,544$6.60M
9
AMH
American Homes 4 Rent Reit
3.04%		53.1%195,212$6.50M
10
BRX
Brixmor Property Group Inc
2.98%		56.1%220,851$6.38M
More holdings · Pro
FundXLS Pro
See the other 37 holdings of CLARX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
Cloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecurity5G InfrastructureTelecom InfrastructureInfrastructureSupply ChainUrbanizationPropTechInflation ProtectionMillennials & Gen ZConsumer SpendingInterest Rates

CLARX Mutual Fund Top Holdings

CLARX holdings top 10 positions. The top 10 holdings account for 56.1% of the fund, led by Welltower, Inc. at 12.9%, Equinix Inc. Real Estate Investment Trust at 10.2%, American Tower Corporation at 7.8%.

CLARX portfolio concentration is relatively high, with the top 10 representing 56.1% of total assets. The largest sector exposure is Real Estate at 89.7%.

CLARX sectors provide a detailed breakdown. CLARX overlap shows how holdings compare to other funds in your portfolio.