OMFCX Mutual Fund

NAV$6.65

AUM$331M

TER1.67%

Holdings529

OMFCX Mutual Fund

NAV$6.65

Invesco AMT-Free Municipal Income Fund Class C

AUM$331M

TER1.67%

Holdings529

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Holdings Overlap Analysis

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

OMFCX Mutual Fund Overlap Analysis

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

OMFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 529 holdings, OMFCX may share significant positions with broad-market funds.

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