OPMSX Mutual Fund

NAV$32.77

TER1.04%

Holdings96

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$99/yr Pro · Cancel anytime

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OPMSX Mutual Fund

NAV$32.77

Invesco Main Street Mid Cap Fund CLASS A

TER1.04%

Holdings96

See inside every fund you own

$99/yr 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 OPMSX 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 OPMSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OPMSX Mutual Fund Overlap Analysis

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

OPMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, OPMSX may share significant positions with broad-market funds.

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