OLCCX Mutual Fund
OLCCX Mutual Fund
NAV$2.98
TER1.54%
Holdings441
See how much of OLCCX you already own
OLCCX Mutual Fund
NAV$2.98
Invesco Limited Term California Municipal Fund Fd C
TER1.54%
Holdings441
See how much of OLCCX you already own
OLCCX Mutual Fund Overlap Analysis
OLCCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OLCCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 441 holdings, OLCCX may share significant positions with broad-market funds.
OLCCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OLCCX tax-loss harvesting finds highly correlated but non-identical funds.