OPATX Mutual Fund Analysis & Holdings | MarketXLS

OPATX Mutual Fund

NAV$9.92

AUM$434M

TER0.93%

Holdings225

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OPATX Mutual Fund

NAV$9.92

Invesco Pennsylvania Municipal Fund class A

AUM$434M

TER0.93%

Holdings225

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

OPATX Mutual Fund Overlap Analysis

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

OPATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 225 holdings, OPATX may share significant positions with broad-market funds.

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