OGBCX Mutual Fund

NAV$17.11

AUM$227M

TER1.44%

Holdings26

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OGBCX Mutual Fund

NAV$17.11

JPMorgan Investor Balanced Fund Class C

AUM$227M

TER1.44%

Holdings26

See inside every fund you own

$99/yr 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 OGBCX 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 OGBCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OGBCX Mutual Fund Overlap Analysis

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

OGBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, OGBCX may share significant positions with broad-market funds.

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