OASGX Mutual Fund
OASGX Mutual Fund
NAV$14.80
TER1.49%
Holdings191
See how much of OASGX you already own
OASGX Mutual Fund
NAV$14.80
Optimum Small-Mid Cap Growth Fund Class A
TER1.49%
Holdings191
See how much of OASGX you already own
OASGX Mutual Fund Overlap Analysis
OASGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OASGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, OASGX may share significant positions with broad-market funds.
OASGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OASGX tax-loss harvesting finds highly correlated but non-identical funds.