OGVCX Mutual Fund
OGVCX Mutual Fund
NAV$9.49
AUM$11M
TER1.20%
Holdings308
See how much of OGVCX you already own
OGVCX Mutual Fund
NAV$9.49
JPMorgan Government Bond Fund Class C
AUM$11M
TER1.20%
Holdings308
See how much of OGVCX you already own
OGVCX Mutual Fund Overlap Analysis
OGVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OGVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 308 holdings, OGVCX may share significant positions with broad-market funds.
OGVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OGVCX tax-loss harvesting finds highly correlated but non-identical funds.