ONGAX Mutual Fund
ONGAX Mutual Fund
NAV$31.45
AUM$5.5B
TER0.96%
Holdings24
ONGAX Mutual Fund
NAV$31.45
JPMorgan Investor Growth Fund Class A
AUM$5.5B
TER0.96%
Holdings24
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.