OOSIX Mutual Fund
OOSIX Mutual Fund
NAV$6.21
TER0.78%
Holdings584
See how much of OOSIX you already own
OOSIX Mutual Fund
NAV$6.21
Invesco Senior Floating Rate Fund Class R6
TER0.78%
Holdings584
See how much of OOSIX you already own
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.