OCGCX Mutual Fund Analysis & Holdings | MarketXLS

OCGCX Mutual Fund

NAV$13.25

AUM$180M

TER1.42%

Holdings26

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OCGCX Mutual Fund

NAV$13.25

JPMorgan Investor Conservative Growth Fund Class C

AUM$180M

TER1.42%

Holdings26

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

OCGCX Mutual Fund Overlap Analysis

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

OCGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, OCGCX may share significant positions with broad-market funds.

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