OAAIX Mutual Fund
OAAIX Mutual Fund
NAV$17.53
AUM$590M
TER0.84%
Holdings24
See how much of OAAIX you already own
OAAIX Mutual Fund
NAV$17.53
Invesco Select Risk High Growth Investor Fund Class A
AUM$590M
TER0.84%
Holdings24
See how much of OAAIX you already own
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.