OMFYX Mutual Fund Analysis & Holdings | MarketXLS

OMFYX Mutual Fund

NAV$6.67

AUM$487M

TER0.67%

Holdings529

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OMFYX Mutual Fund

NAV$6.67

Invesco AMT-Free Municipal Income Fund Class Y

AUM$487M

TER0.67%

Holdings529

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

OMFYX Mutual Fund Overlap Analysis

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

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

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