OPIGX Mutual Fund Analysis & Holdings | MarketXLS

OPIGX Mutual Fund

NAV$5.56

AUM$692M

TER0.74%

Holdings1,841

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OPIGX Mutual Fund

NAV$5.56

Invesco Core Bond Fund Class A

AUM$692M

TER0.74%

Holdings1,841

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

OPIGX Mutual Fund Overlap Analysis

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

OPIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1841 holdings, OPIGX may share significant positions with broad-market funds.

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