OMGNX Mutual Fund
OMGNX Mutual Fund
NAV$65.63
AUM$217M
TER1.06%
Holdings72
OMGNX Mutual Fund
NAV$65.63
Invesco Main Street Fund Class R
AUM$217M
TER1.06%
Holdings72
OMGNX Mutual Fund Overlap Analysis
OMGNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OMGNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, OMGNX may share significant positions with broad-market funds.
OMGNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OMGNX tax-loss harvesting finds highly correlated but non-identical funds.