OGGFX Mutual Fund
OGGFX Mutual Fund
NAV$23.89
AUM$638M
TER0.99%
Holdings131
See how much of OGGFX you already own
OGGFX Mutual Fund
NAV$23.89
JPMorgan Small Cap Growth Fund Class I
AUM$638M
TER0.99%
Holdings131
See how much of OGGFX you already own
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.