ORSTX Mutual Fund

NAV$3.70

AUM$409M

TER0.76%

Holdings635

ORSTX Mutual Fund

NAV$3.70

Invesco Short Term Municipal Fund Class A

AUM$409M

TER0.76%

Holdings635

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Holdings Overlap Analysis

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

ORSTX Mutual Fund Overlap Analysis

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

ORSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 635 holdings, ORSTX may share significant positions with broad-market funds.

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