OHFGX Mutual Fund
OHFGX Mutual Fund
NAV$12.57
AUM$101M
TER1.98%
Holdings75
See how much of OHFGX you already own
OHFGX Mutual Fund
NAV$12.57
Oak Harvest Long/Short Hedged Equity Fund Institutional Class
AUM$101M
TER1.98%
Holdings75
See how much of OHFGX you already own
OHFGX Mutual Fund Overlap Analysis
OHFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OHFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, OHFGX may share significant positions with broad-market funds.
OHFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OHFGX tax-loss harvesting finds highly correlated but non-identical funds.