OSCYX Mutual Fund
OSCYX Mutual Fund
NAV$26.88
TER0.80%
Holdings100
OSCYX Mutual Fund
NAV$26.88
Invesco Main Street Small Cap Fund CLASS Y
TER0.80%
Holdings100
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.