OMSYX Mutual Fund
NAV$34.92
TER0.79%
Holdings79
OMSYX Mutual Fund
NAV$34.92
Invesco Main Street All Cap Fund Class Y
TER0.79%
Holdings79
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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 79 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.