OGGFX Mutual Fund
OGGFX Mutual Fund
NAV$26.28
AUM$680M
TER0.99%
Holdings131
OGGFX Mutual Fund
NAV$26.28
JPMorgan Small Cap Growth Fund Class I
AUM$680M
TER0.99%
Holdings131
OGGFX Mutual Fund Overlap Analysis
OGGFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OGGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 131 holdings, OGGFX may share significant positions with broad-market funds.
OGGFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OGGFX tax-loss harvesting finds highly correlated but non-identical funds.