ONIFX Mutual Fund
ONIFX Mutual Fund
NAV$32.20
AUM$967M
TER0.73%
Holdings24
See how much of ONIFX you already own
ONIFX Mutual Fund
NAV$32.20
JPMorgan Investor Growth Fund Class I
AUM$967M
TER0.73%
Holdings24
See how much of ONIFX you already own
ONIFX Mutual Fund Overlap Analysis
ONIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ONIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, ONIFX may share significant positions with broad-market funds.
ONIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ONIFX tax-loss harvesting finds highly correlated but non-identical funds.