OGLYX Mutual Fund
OGLYX Mutual Fund
NAV$93.80
AUM$2.0B
TER0.80%
Holdings66
See how much of OGLYX you already own
OGLYX Mutual Fund
NAV$93.80
Invesco Global Fund Class Y
AUM$2.0B
TER0.80%
Holdings66
See how much of OGLYX you already own
OGLYX Mutual Fund Overlap Analysis
OGLYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OGLYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, OGLYX may share significant positions with broad-market funds.
OGLYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OGLYX tax-loss harvesting finds highly correlated but non-identical funds.