OGMIX Mutual Fund
OGMIX Mutual Fund
NAV$72.73
AUM$108M
TER0.66%
Holdings84
See how much of OGMIX you already own
OGMIX Mutual Fund
NAV$72.73
Invesco Gold & Special Minerals Fund Class R6
AUM$108M
TER0.66%
Holdings84
See how much of OGMIX you already own
OGMIX Mutual Fund Overlap Analysis
OGMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OGMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, OGMIX may share significant positions with broad-market funds.
OGMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OGMIX tax-loss harvesting finds highly correlated but non-identical funds.