OINCX Mutual Fund
OINCX Mutual Fund
NAV$27.73
AUM$494M
TER1.45%
Holdings88
OINCX Mutual Fund
NAV$27.73
JPMorgan Equity Income Fund Class C
AUM$494M
TER1.45%
Holdings88
OINCX Mutual Fund Overlap Analysis
OINCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OINCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, OINCX may share significant positions with broad-market funds.
OINCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OINCX tax-loss harvesting finds highly correlated but non-identical funds.