OIFIX Mutual Fund

NAV$8.26

AUM$2.4B

TER0.80%

Holdings1,499

See how much of OIFIX you already own

Just $25 once·$69/mo·Download sample

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OIFIX Mutual Fund

NAV$8.26

Optimum Fixed Income Fund Class I

AUM$2.4B

TER0.80%

Holdings1,499

See how much of OIFIX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

OIFIX Mutual Fund Overlap Analysis

OIFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

OIFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1499 holdings, OIFIX may share significant positions with broad-market funds.

OIFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OIFIX tax-loss harvesting finds highly correlated but non-identical funds.