OEMAX Mutual Fund Analysis & Holdings | MarketXLS

OEMAX Mutual Fund

NAV$5.40

AUM$45M

TER1.20%

Holdings521

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OEMAX Mutual Fund

NAV$5.40

Invesco Emerging Markets Local Debt Fund Class A

AUM$45M

TER1.20%

Holdings521

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

OEMAX Mutual Fund Overlap Analysis

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

OEMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 521 holdings, OEMAX may share significant positions with broad-market funds.

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