OPPAX Mutual Fund Analysis & Holdings | MarketXLS

OPPAX Mutual Fund

NAV$93.30

TER1.03%

Holdings66

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OPPAX Mutual Fund

NAV$93.30

Invesco Global Fund Class A

TER1.03%

Holdings66

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

OPPAX Mutual Fund Overlap Analysis

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

OPPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, OPPAX may share significant positions with broad-market funds.

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