OAAYX Mutual Fund
OAAYX Mutual Fund
NAV$17.09
TER0.69%
Holdings93
See how much of OAAYX you already own
OAAYX Mutual Fund
NAV$17.09
Invesco Active Allocation Fund Class Y
TER0.69%
Holdings93
See how much of OAAYX you already own
OAAYX Mutual Fund Overlap Analysis
OAAYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OAAYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 93 holdings, OAAYX may share significant positions with broad-market funds.
OAAYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OAAYX tax-loss harvesting finds highly correlated but non-identical funds.