OMSNX Mutual Fund
OMSNX Mutual Fund
NAV$31.44
TER1.29%
Holdings79
OMSNX Mutual Fund
NAV$31.44
Invesco Main Street All Cap Fund Class R
TER1.29%
Holdings79
OMSNX Mutual Fund Overlap Analysis
OMSNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OMSNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, OMSNX may share significant positions with broad-market funds.
OMSNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OMSNX tax-loss harvesting finds highly correlated but non-identical funds.