OEGYX Mutual Fund
OEGYX Mutual Fund
NAV$38.79
TER0.79%
Holdings78
See how much of OEGYX you already own
OEGYX Mutual Fund
NAV$38.79
Invesco Discovery Mid Cap Growth Fund Class Y
TER0.79%
Holdings78
See how much of OEGYX you already own
OEGYX Mutual Fund Overlap Analysis
OEGYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OEGYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, OEGYX may share significant positions with broad-market funds.
OEGYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OEGYX tax-loss harvesting finds highly correlated but non-identical funds.