OAANX Mutual Fund
OAANX Mutual Fund
NAV$16.63
AUM$132M
TER1.19%
Holdings71
OAANX Mutual Fund
NAV$16.63
Invesco Active Allocation Fund Class R
AUM$132M
TER1.19%
Holdings71
OAANX Mutual Fund Overlap Analysis
OAANX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OAANX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, OAANX may share significant positions with broad-market funds.
OAANX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OAANX tax-loss harvesting finds highly correlated but non-identical funds.