OMFCX Mutual Fund
OMFCX Mutual Fund
NAV$6.51
AUM$331M
TER1.82%
Holdings529
See how much of OMFCX you already own
OMFCX Mutual Fund
NAV$6.51
Invesco AMT-Free Municipal Income Fund Class C
AUM$331M
TER1.82%
Holdings529
See how much of OMFCX you already own
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.