OIODX Mutual Fund
OIODX Mutual Fund
NAV$15.02
AUM$3M
TER3.17%
Holdings8
See how much of OIODX you already own
OIODX Mutual Fund
NAV$15.02
AXS Income Opportunities Fund Class D
AUM$3M
TER3.17%
Holdings8
See how much of OIODX you already own
OIODX Mutual Fund Overlap Analysis
OIODX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OIODX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, OIODX may share significant positions with broad-market funds.
OIODX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OIODX tax-loss harvesting finds highly correlated but non-identical funds.