OPYMX Mutual Fund
OPYMX Mutual Fund
NAV$11.30
AUM$27M
TER0.62%
Holdings79
OPYMX Mutual Fund
NAV$11.30
Invesco Environmental Focus Municipal Fund Class Y
AUM$27M
TER0.62%
Holdings79
OPYMX Mutual Fund Overlap Analysis
OPYMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OPYMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, OPYMX may share significant positions with broad-market funds.
OPYMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OPYMX tax-loss harvesting finds highly correlated but non-identical funds.