ORSYX Mutual Fund
ORSYX Mutual Fund
NAV$3.69
AUM$777M
TER0.51%
Holdings635
See how much of ORSYX you already own
ORSYX Mutual Fund
NAV$3.69
Invesco Short Term Municipal Fund Class Y
AUM$777M
TER0.51%
Holdings635
See how much of ORSYX you already own
ORSYX Mutual Fund Overlap Analysis
ORSYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ORSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 635 holdings, ORSYX may share significant positions with broad-market funds.
ORSYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ORSYX tax-loss harvesting finds highly correlated but non-identical funds.