ONGIX Mutual Fund
ONGIX Mutual Fund
NAV$22.58
AUM$4.9B
TER0.95%
Holdings26
See how much of ONGIX you already own
ONGIX Mutual Fund
NAV$22.58
JPMorgan Investor Growth & Income Fund Class A
AUM$4.9B
TER0.95%
Holdings26
See how much of ONGIX you already own
ONGIX Mutual Fund Overlap Analysis
ONGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ONGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, ONGIX may share significant positions with broad-market funds.
ONGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ONGIX tax-loss harvesting finds highly correlated but non-identical funds.