OGHCX Mutual Fund
OGHCX Mutual Fund
NAV$6.48
AUM$67M
TER1.35%
Holdings825
See how much of OGHCX you already own
OGHCX Mutual Fund
NAV$6.48
JPMorgan High Yield Fund Class C
AUM$67M
TER1.35%
Holdings825
See how much of OGHCX you already own
OGHCX Mutual Fund Overlap Analysis
OGHCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OGHCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 825 holdings, OGHCX may share significant positions with broad-market funds.
OGHCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OGHCX tax-loss harvesting finds highly correlated but non-identical funds.