OSCNX Mutual Fund
OSCNX Mutual Fund
NAV$25.40
TER1.30%
Holdings100
OSCNX Mutual Fund
NAV$25.40
Invesco Main Street Small Cap Fund CLASS R
TER1.30%
Holdings100
OSCNX Mutual Fund Overlap Analysis
OSCNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OSCNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, OSCNX may share significant positions with broad-market funds.
OSCNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OSCNX tax-loss harvesting finds highly correlated but non-identical funds.