OOSIX Mutual Fund

NAV$6.22

TER0.78%

Holdings584

OOSIX Mutual Fund

NAV$6.22

Invesco Senior Floating Rate Fund Class R6

TER0.78%

Holdings584

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Holdings Overlap Analysis

Compare OOSIX 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 OOSIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OOSIX Mutual Fund Overlap Analysis

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

OOSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 584 holdings, OOSIX may share significant positions with broad-market funds.

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