OALVX Mutual Fund Analysis & Holdings | MarketXLS

OALVX Mutual Fund

NAV$22.58

TER1.16%

Holdings127

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OALVX Mutual Fund

NAV$22.58

Optimum Large Cap Value Fund Class A

TER1.16%

Holdings127

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

OALVX Mutual Fund Overlap Analysis

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

OALVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 127 holdings, OALVX may share significant positions with broad-market funds.

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