OGIYX Mutual Fund

NAV$59.70

AUM$2.5B

TER0.90%

Holdings181

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OGIYX Mutual Fund

NAV$59.70

Invesco Global Opportunities Fund Class Y

AUM$2.5B

TER0.90%

Holdings181

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare OGIYX 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 OGIYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OGIYX Mutual Fund Overlap Analysis

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

OGIYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 181 holdings, OGIYX may share significant positions with broad-market funds.

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