OFVIX Mutual Fund
OFVIX Mutual Fund
NAV$22.16
AUM$294M
TER0.55%
Holdings64
See how much of OFVIX you already own
OFVIX Mutual Fund
NAV$22.16
O'Shaughnessy Market Leaders Value Fund Class I
AUM$294M
TER0.55%
Holdings64
See how much of OFVIX you already own
OFVIX Mutual Fund Similar Funds
OFVIX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include SWLVX, ABCCX, NOLVX, IVIPX, LSVEX.
OFVIX alternatives help with portfolio diversification and cost optimization. OFVIX overlap shows shared holdings with similar funds. OFVIX tax-loss harvesting finds correlated substitutes.