OGGYX Mutual Fund
OGGYX Mutual Fund
NAV$9.55
AUM$895M
TER0.30%
Holdings308
See how much of OGGYX you already own
OGGYX Mutual Fund
NAV$9.55
JPMorgan Government Bond Fund Class R6
AUM$895M
TER0.30%
Holdings308
See how much of OGGYX you already own
OGGYX Mutual Fund Overlap Analysis
OGGYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OGGYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 308 holdings, OGGYX may share significant positions with broad-market funds.
OGGYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OGGYX tax-loss harvesting finds highly correlated but non-identical funds.