ODCAX Mutual Fund Analysis & Holdings | MarketXLS

ODCAX Mutual Fund

NAV$9.20

AUM$9,794.63

TER1.36%

Holdings22

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ODCAX Mutual Fund

NAV$9.20

Accordant ODCE Index Fund Class A

AUM$9,794.63

TER1.36%

Holdings22

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

ODCAX Mutual Fund Overlap Analysis

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

ODCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, ODCAX may share significant positions with broad-market funds.

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