OEICX Mutual Fund
OEICX Mutual Fund
NAV$113.62
AUM$73M
TER1.12%
Holdings507
See how much of OEICX you already own
OEICX Mutual Fund
NAV$113.62
JPMorgan Equity Index Fund Class C
AUM$73M
TER1.12%
Holdings507
See how much of OEICX you already own
OEICX Mutual Fund Overlap Analysis
OEICX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OEICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, OEICX may share significant positions with broad-market funds.
OEICX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OEICX tax-loss harvesting finds highly correlated but non-identical funds.