OSCYX Mutual Fund
OSCYX Mutual Fund
NAV$26.25
TER0.80%
Holdings100
See how much of OSCYX you already own
OSCYX Mutual Fund
NAV$26.25
Invesco Main Street Small Cap Fund CLASS Y
TER0.80%
Holdings100
See how much of OSCYX you already own
OSCYX Mutual Fund Overlap Analysis
OSCYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OSCYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, OSCYX may share significant positions with broad-market funds.
OSCYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OSCYX tax-loss harvesting finds highly correlated but non-identical funds.