OGLCX Mutual Fund
OGLCX Mutual Fund
NAV$67.22
AUM$566M
TER1.80%
Holdings66
See how much of OGLCX you already own
OGLCX Mutual Fund
NAV$67.22
Invesco Global Fund Class C
AUM$566M
TER1.80%
Holdings66
See how much of OGLCX you already own
OGLCX Mutual Fund Overlap Analysis
OGLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OGLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, OGLCX may share significant positions with broad-market funds.
OGLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OGLCX tax-loss harvesting finds highly correlated but non-identical funds.