ONMIX Mutual Fund Analysis & Holdings | MarketXLS

ONMIX Mutual Fund

NAV$13.18

AUM$122M

TER1.09%

Holdings26

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ONMIX Mutual Fund

NAV$13.18

Invesco Select Risk Moderate Investor Fund Class R

AUM$122M

TER1.09%

Holdings26

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare ONMIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ONMIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ONMIX Mutual Fund Overlap Analysis

ONMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

ONMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, ONMIX may share significant positions with broad-market funds.

ONMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ONMIX tax-loss harvesting finds highly correlated but non-identical funds.