OLGCX Mutual Fund
OLGCX Mutual Fund
NAV$48.88
AUM$1.1B
TER1.44%
Holdings85
OLGCX Mutual Fund
NAV$48.88
JPMorgan Large Cap Growth Fund Class C
AUM$1.1B
TER1.44%
Holdings85
OLGCX Mutual Fund Overlap Analysis
OLGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OLGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, OLGCX may share significant positions with broad-market funds.
OLGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OLGCX tax-loss harvesting finds highly correlated but non-identical funds.