OPAMX Mutual Fund
OPAMX Mutual Fund
NAV$11.30
AUM$59M
TER0.87%
Holdings79
OPAMX Mutual Fund
NAV$11.30
Invesco Environmental Focus Municipal Fund Class A
AUM$59M
TER0.87%
Holdings79
OPAMX Mutual Fund Overlap Analysis
OPAMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OPAMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, OPAMX may share significant positions with broad-market funds.
OPAMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OPAMX tax-loss harvesting finds highly correlated but non-identical funds.