OAACX Mutual Fund Analysis & Holdings | MarketXLS

OAACX Mutual Fund

NAV$16.22

AUM$492M

TER1.69%

Holdings71

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OAACX Mutual Fund

NAV$16.22

Invesco Active Allocation Fund Class C

AUM$492M

TER1.69%

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

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Discover Portfolio Overlap

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

OAACX Mutual Fund Overlap Analysis

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

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

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