OMGNX Mutual Fund
OMGNX Mutual Fund
NAV$64.90
AUM$217M
TER1.06%
Holdings74
See how much of OMGNX you already own
OMGNX Mutual Fund
NAV$64.90
Invesco Main Street Fund Class R
AUM$217M
TER1.06%
Holdings74
See how much of OMGNX you already own
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 74 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.