OGINX Mutual Fund

NAV$52.99

AUM$247M

TER1.40%

Holdings177

See how much of OGINX you already own

Just $25 once·$99/mo·Download sample

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OGINX Mutual Fund

NAV$52.99

Invesco Global Opportunities Fund Class R

AUM$247M

TER1.40%

Holdings177

See how much of OGINX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare OGINX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings OGINX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OGINX Mutual Fund Overlap Analysis

OGINX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

OGINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 177 holdings, OGINX may share significant positions with broad-market funds.

OGINX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OGINX tax-loss harvesting finds highly correlated but non-identical funds.