OMBAX Mutual Fund

NAV$10.59

AUM$96M

TER0.65%

Holdings2,425

OMBAX Mutual Fund

NAV$10.59

JPMorgan Mortgage-Backed Securities Fund Class A

AUM$96M

TER0.65%

Holdings2,425

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Holdings Overlap Analysis

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

OMBAX Mutual Fund Overlap Analysis

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

OMBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2425 holdings, OMBAX may share significant positions with broad-market funds.

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