OPTFX Mutual Fund

NAV$92.78

AUM$3.4B

TER0.93%

Holdings56

OPTFX Mutual Fund

NAV$92.78

Invesco Discovery Large Cap Fund Class A

AUM$3.4B

TER0.93%

Holdings56

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Holdings Overlap Analysis

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

OPTFX Mutual Fund Overlap Analysis

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

OPTFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, OPTFX may share significant positions with broad-market funds.

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