ORIGX Mutual Fund Analysis & Holdings | MarketXLS

ORIGX Mutual Fund

NAV$11.08

AUM$50M

TER2.31%

Holdings5

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ORIGX Mutual Fund

NAV$11.08

North Square Spectrum Alpha Fund Class A

AUM$50M

TER2.31%

Holdings5

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

ORIGX Mutual Fund Overlap Analysis

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

ORIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, ORIGX may share significant positions with broad-market funds.

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