OGIAX Mutual Fund
OGIAX Mutual Fund
NAV$17.31
AUM$5.1B
TER0.94%
Holdings26
See how much of OGIAX you already own
OGIAX Mutual Fund
NAV$17.31
JPMorgan Investor Balanced Fund Class A
AUM$5.1B
TER0.94%
Holdings26
See how much of OGIAX you already own
OGIAX Mutual Fund Overlap Analysis
OGIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OGIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, OGIAX may share significant positions with broad-market funds.
OGIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OGIAX tax-loss harvesting finds highly correlated but non-identical funds.