OGGAX Mutual Fund

NAV$9.19

AUM$227M

TER0.70%

Holdings323

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OGGAX Mutual Fund

NAV$9.19

JPMorgan Government Bond Fund Class A

AUM$227M

TER0.70%

Holdings323

See how much of OGGAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

OGGAX Mutual Fund Overlap Analysis

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

OGGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 323 holdings, OGGAX may share significant positions with broad-market funds.

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