OPMIX Mutual Fund
OPMIX Mutual Fund
NAV$37.94
TER0.68%
Holdings96
OPMIX Mutual Fund
NAV$37.94
Invesco Main Street Mid Cap Fund Class R6
TER0.68%
Holdings96
OPMIX Mutual Fund Overlap Analysis
OPMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OPMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, OPMIX may share significant positions with broad-market funds.
OPMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OPMIX tax-loss harvesting finds highly correlated but non-identical funds.