OFAFX Mutual Fund
OFAFX Mutual Fund
NAV$29.40
AUM$199M
TER1.18%
Holdings83
See how much of OFAFX you already own
OFAFX Mutual Fund
NAV$29.40
Olstein All Cap Value Fund Adviser Class
AUM$199M
TER1.18%
Holdings83
See how much of OFAFX you already own
OFAFX Mutual Fund Overlap Analysis
OFAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OFAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, OFAFX may share significant positions with broad-market funds.
OFAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OFAFX tax-loss harvesting finds highly correlated but non-identical funds.