OAANX Mutual Fund
OAANX Mutual Fund
NAV$16.59
AUM$132M
TER1.19%
Holdings56
See how much of OAANX you already own
OAANX Mutual Fund
NAV$16.59
Invesco Active Allocation Fund Class R
AUM$132M
TER1.19%
Holdings56
See how much of OAANX you already own
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 56 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.