OIEIX Mutual Fund
OIEIX Mutual Fund
NAV$28.19
AUM$5.3B
TER0.95%
Holdings88
See how much of OIEIX you already own
OIEIX Mutual Fund
NAV$28.19
JPMorgan Equity Income Fund Class A
AUM$5.3B
TER0.95%
Holdings88
See how much of OIEIX you already own
OIEIX Mutual Fund Overlap Analysis
OIEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OIEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, OIEIX may share significant positions with broad-market funds.
OIEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OIEIX tax-loss harvesting finds highly correlated but non-identical funds.