OGRIX Mutual Fund

NAV$37.73

TER0.59%

Holdings33

OGRIX Mutual Fund

NAV$37.73

Invesco Comstock Select Fund Class R6

TER0.59%

Holdings33

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare OGRIX 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 OGRIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OGRIX Mutual Fund Overlap Analysis

OGRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

OGRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, OGRIX may share significant positions with broad-market funds.

OGRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OGRIX tax-loss harvesting finds highly correlated but non-identical funds.