OCAIX Mutual Fund

NAV$17.01

AUM$173M

TER1.60%

Holdings24

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OCAIX Mutual Fund

NAV$17.01

Invesco Select Risk High Growth Investor Fund Class C

AUM$173M

TER1.60%

Holdings24

See inside every fund you own

$99/yr 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 OCAIX 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 OCAIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OCAIX Mutual Fund Overlap Analysis

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

OCAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, OCAIX may share significant positions with broad-market funds.

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