OOSYX Mutual Fund
OOSYX Mutual Fund
NAV$6.19
TER0.87%
Holdings584
See how much of OOSYX you already own
OOSYX Mutual Fund
NAV$6.19
Invesco Senior Floating Rate Fund Class Y
TER0.87%
Holdings584
See how much of OOSYX you already own
OOSYX Mutual Fund Overlap Analysis
OOSYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OOSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 584 holdings, OOSYX may share significant positions with broad-market funds.
OOSYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OOSYX tax-loss harvesting finds highly correlated but non-identical funds.