OKMIX Mutual Fund Analysis & Holdings | MarketXLS

OKMIX Mutual Fund

NAV$10.47

AUM$2M

TER0.73%

Holdings57

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OKMIX Mutual Fund

NAV$10.47

Oklahoma Municipal Fund Class I

AUM$2M

TER0.73%

Holdings57

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

OKMIX Mutual Fund Overlap Analysis

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

OKMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, OKMIX may share significant positions with broad-market funds.

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