OHFGX Mutual Fund Analysis & Holdings | MarketXLS

OHFGX Mutual Fund

NAV$13.17

AUM$103M

TER1.98%

Holdings93

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OHFGX Mutual Fund

NAV$13.17

Oak Harvest Long/Short Hedged Equity Fund Institutional Class

AUM$103M

TER1.98%

Holdings93

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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 93 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.