OAAAX Mutual Fund Analysis & Holdings | MarketXLS

OAAAX Mutual Fund

NAV$16.84

AUM$1.7B

TER0.93%

Holdings71

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

OAAAX Mutual Fund

NAV$16.84

Invesco Active Allocation Fund Class A

AUM$1.7B

TER0.93%

Holdings71

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare OAAAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings OAAAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OAAAX Mutual Fund Overlap Analysis

OAAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

OAAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, OAAAX may share significant positions with broad-market funds.

OAAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OAAAX tax-loss harvesting finds highly correlated but non-identical funds.