OHFIX Mutual Fund
OHFIX Mutual Fund
NAV$8.69
AUM$103M
TER0.60%
Holdings190
See how much of OHFIX you already own
OHFIX Mutual Fund
NAV$8.69
F/m Funds Trust - Oakhurst Fixed Income Fund Class Institutional
AUM$103M
TER0.60%
Holdings190
See how much of OHFIX you already own
OHFIX Mutual Fund Overlap Analysis
OHFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OHFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 190 holdings, OHFIX may share significant positions with broad-market funds.
OHFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OHFIX tax-loss harvesting finds highly correlated but non-identical funds.