OASVX Mutual Fund

NAV$15.15

AUM$3M

TER1.50%

Holdings256

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Just $25 once·$99/mo·Download sample

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OASVX Mutual Fund

NAV$15.15

Optimum Small-Mid Cap Value Fund Class A

AUM$3M

TER1.50%

Holdings256

See how much of OASVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

OASVX Mutual Fund Overlap Analysis

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

OASVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 256 holdings, OASVX may share significant positions with broad-market funds.

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