ORILX Mutual Fund Analysis & Holdings | MarketXLS

ORILX Mutual Fund

NAV$19.73

AUM$30M

TER1.58%

Holdings15

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ORILX Mutual Fund

NAV$19.73

North Square Multi Strategy Fund Class A

AUM$30M

TER1.58%

Holdings15

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

ORILX Mutual Fund Overlap Analysis

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

ORILX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, ORILX may share significant positions with broad-market funds.

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