OMBIX Mutual Fund Analysis & Holdings | MarketXLS

OMBIX Mutual Fund

NAV$10.25

AUM$3.3B

TER0.40%

Holdings2,425

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OMBIX Mutual Fund

NAV$10.25

JPMorgan Mortgage-Backed Securities Fund Class I

AUM$3.3B

TER0.40%

Holdings2,425

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

OMBIX Mutual Fund Overlap Analysis

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

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

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