ONGAX Mutual Fund
ONGAX Mutual Fund
NAV$30.98
AUM$5.7B
TER0.96%
Holdings24
See how much of ONGAX you already own
ONGAX Mutual Fund
NAV$30.98
JPMorgan Investor Growth Fund Class A
AUM$5.7B
TER0.96%
Holdings24
See how much of ONGAX you already own
ONGAX Mutual Fund Overlap Analysis
ONGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ONGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, ONGAX may share significant positions with broad-market funds.
ONGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ONGAX tax-loss harvesting finds highly correlated but non-identical funds.