OHYAX Mutual Fund
OHYAX Mutual Fund
NAV$6.45
AUM$532M
TER0.85%
Holdings825
OHYAX Mutual Fund
NAV$6.45
JPMorgan High Yield Fund Class A
AUM$532M
TER0.85%
Holdings825
OHYAX Mutual Fund Overlap Analysis
OHYAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OHYAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 825 holdings, OHYAX may share significant positions with broad-market funds.
OHYAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OHYAX tax-loss harvesting finds highly correlated but non-identical funds.