OGMCX Mutual Fund
OGMCX Mutual Fund
NAV$54.76
TER1.81%
Holdings84
OGMCX Mutual Fund
NAV$54.76
Invesco Gold & Special Minerals Fund Class C
TER1.81%
Holdings84
OGMCX Mutual Fund Overlap Analysis
OGMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OGMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, OGMCX may share significant positions with broad-market funds.
OGMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OGMCX tax-loss harvesting finds highly correlated but non-identical funds.