OPGIX Mutual Fund Holdings Overlap Calculator | MarketXLS

OPGIX Mutual Fund

NAV$58.03

AUM$3.3B

TER1.14%

Holdings181

See what you own twice

Check OPGIX against your other funds. Free for up to 5.

Check my overlap

OPGIX Mutual Fund

NAV$58.03

Invesco Global Opportunities Fund Class A

AUM$3.3B

TER1.14%

Holdings181

See what you own twice

Check OPGIX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

OPGIX Mutual Fund Overlap Analysis

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

OPGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 181 holdings, OPGIX may share significant positions with broad-market funds.

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