OGGCX Mutual Fund
OGGCX Mutual Fund
NAV$27.67
AUM$181M
TER1.48%
Holdings24
OGGCX Mutual Fund
NAV$27.67
JPMorgan Investor Growth Fund Class C
AUM$181M
TER1.48%
Holdings24
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.