OLVAX Mutual Fund
OLVAX Mutual Fund
NAV$24.63
AUM$387M
TER0.93%
Holdings98
See how much of OLVAX you already own
OLVAX Mutual Fund
NAV$24.63
JPMorgan Large Cap Value Fund Class A
AUM$387M
TER0.93%
Holdings98
See how much of OLVAX you already own
OLVAX Mutual Fund Overlap Analysis
OLVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OLVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 98 holdings, OLVAX may share significant positions with broad-market funds.
OLVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OLVAX tax-loss harvesting finds highly correlated but non-identical funds.