ONCFX Mutual Fund
ONCFX Mutual Fund
NAV$13.18
AUM$1.0B
TER0.67%
Holdings26
See how much of ONCFX you already own
ONCFX Mutual Fund
NAV$13.18
JPMorgan Investor Conservative Growth Fund Class I
AUM$1.0B
TER0.67%
Holdings26
See how much of ONCFX you already own
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.