OILVX Mutual Fund
OILVX Mutual Fund
NAV$22.74
AUM$1.5B
TER0.91%
Holdings127
OILVX Mutual Fund
NAV$22.74
Optimum Large Cap Value Fund Class I
AUM$1.5B
TER0.91%
Holdings127
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 127 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.