OSGCX Mutual Fund
OSGCX Mutual Fund
NAV$11.76
AUM$15M
TER1.74%
Holdings131
See how much of OSGCX you already own
OSGCX Mutual Fund
NAV$11.76
JPMorgan Small Cap Growth Fund Class C
AUM$15M
TER1.74%
Holdings131
See how much of OSGCX you already own
OSGCX Mutual Fund Overlap Analysis
OSGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OSGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 131 holdings, OSGCX may share significant positions with broad-market funds.
OSGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OSGCX tax-loss harvesting finds highly correlated but non-identical funds.