OAAIX Mutual Fund Analysis & Holdings | MarketXLS

OAAIX Mutual Fund

NAV$17.97

AUM$590M

TER0.84%

Holdings24

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OAAIX Mutual Fund

NAV$17.97

Invesco Select Risk High Growth Investor Fund Class A

AUM$590M

TER0.84%

Holdings24

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 OAAIX 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 OAAIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OAAIX Mutual Fund Overlap Analysis

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

OAAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, OAAIX may share significant positions with broad-market funds.

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