OMSOX Mutual Fund
OMSOX Mutual Fund
NAV$33.11
TER1.03%
Holdings76
See how much of OMSOX you already own
OMSOX Mutual Fund
NAV$33.11
Invesco Main Street All Cap Fund Class A
TER1.03%
Holdings76
See how much of OMSOX you already own
OMSOX Mutual Fund Overlap Analysis
OMSOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OMSOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, OMSOX may share significant positions with broad-market funds.
OMSOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OMSOX tax-loss harvesting finds highly correlated but non-identical funds.