OGGCX Mutual Fund
OGGCX Mutual Fund
NAV$27.13
AUM$184M
TER1.48%
Holdings24
See how much of OGGCX you already own
OGGCX Mutual Fund
NAV$27.13
JPMorgan Investor Growth Fund Class C
AUM$184M
TER1.48%
Holdings24
See how much of OGGCX you already own
OGGCX Mutual Fund Overlap Analysis
OGGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OGGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, OGGCX may share significant positions with broad-market funds.
OGGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OGGCX tax-loss harvesting finds highly correlated but non-identical funds.