ONCFX Mutual Fund

NAV$13.48

AUM$975M

TER0.67%

Holdings26

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

ONCFX Mutual Fund

NAV$13.48

JPMorgan Investor Conservative Growth Fund Class I

AUM$975M

TER0.67%

Holdings26

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare ONCFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ONCFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ONCFX Mutual Fund Overlap Analysis

ONCFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

ONCFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, ONCFX may share significant positions with broad-market funds.

ONCFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ONCFX tax-loss harvesting finds highly correlated but non-identical funds.