OILVX Mutual Fund
OILVX Mutual Fund
NAV$21.59
AUM$1.5B
TER0.92%
Holdings128
See how much of OILVX you already own
OILVX Mutual Fund
NAV$21.59
Optimum Large Cap Value Fund Class I
AUM$1.5B
TER0.92%
Holdings128
See how much of OILVX you already own
OILVX Mutual Fund Overlap Analysis
OILVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OILVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 128 holdings, OILVX may share significant positions with broad-market funds.
OILVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OILVX tax-loss harvesting finds highly correlated but non-identical funds.