OMGCX Mutual Fund
OMGCX Mutual Fund
NAV$22.71
AUM$37M
TER1.59%
Holdings112
See how much of OMGCX you already own
OMGCX Mutual Fund
NAV$22.71
JPMorgan Mid Cap Growth Fund Class C
AUM$37M
TER1.59%
Holdings112
See how much of OMGCX you already own
OMGCX Mutual Fund Overlap Analysis
OMGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OMGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, OMGCX may share significant positions with broad-market funds.
OMGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OMGCX tax-loss harvesting finds highly correlated but non-identical funds.