ORNCX Mutual Fund

NAV$6.50

AUM$1.3B

TER1.82%

Holdings1,474

ORNCX Mutual Fund

NAV$6.50

Invesco Rochester Municipal Opportunities FundClass C

AUM$1.3B

TER1.82%

Holdings1,474

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Holdings Overlap Analysis

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

ORNCX Mutual Fund Overlap Analysis

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

ORNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1474 holdings, ORNCX may share significant positions with broad-market funds.

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