OMSYX Mutual Fund
OMSYX Mutual Fund
NAV$34.78
TER0.79%
Holdings76
See how much of OMSYX you already own
OMSYX Mutual Fund
NAV$34.78
Invesco Main Street All Cap Fund Class Y
TER0.79%
Holdings76
See how much of OMSYX you already own
OMSYX Mutual Fund Overlap Analysis
OMSYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OMSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, OMSYX may share significant positions with broad-market funds.
OMSYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OMSYX tax-loss harvesting finds highly correlated but non-identical funds.