OGLYX Mutual Fund Analysis & Holdings | MarketXLS

OGLYX Mutual Fund

NAV$95.78

AUM$2.0B

TER0.80%

Holdings66

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OGLYX Mutual Fund

NAV$95.78

Invesco Global Fund Class Y

AUM$2.0B

TER0.80%

Holdings66

See inside every fund you own

$45/quarter 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 OGLYX 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 OGLYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.