OGFAX Mutual Fund
OGFAX Mutual Fund
NAV$115.17
AUM$11.4B
TER0.04%
Holdings507
See how much of OGFAX you already own
OGFAX Mutual Fund
NAV$115.17
JPMorgan Equity Index Fund Class R6
AUM$11.4B
TER0.04%
Holdings507
See how much of OGFAX you already own
OGFAX Mutual Fund Overlap Analysis
OGFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OGFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, OGFAX may share significant positions with broad-market funds.
OGFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OGFAX tax-loss harvesting finds highly correlated but non-identical funds.