ODCEX Mutual Fund

NAV$9.25

AUM$72M

TER1.11%

Holdings21

See how much of ODCEX you already own

Just $25 once·$99/mo·Download sample

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ODCEX Mutual Fund

NAV$9.25

Accordant ODCE Index Fund Class I

AUM$72M

TER1.11%

Holdings21

See how much of ODCEX 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 ODCEX 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 ODCEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ODCEX Mutual Fund Overlap Analysis

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

ODCEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, ODCEX may share significant positions with broad-market funds.

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