OSGIX Mutual Fund Analysis & Holdings | MarketXLS

OSGIX Mutual Fund

NAV$40.90

AUM$1.3B

TER1.09%

Holdings112

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OSGIX Mutual Fund

NAV$40.90

JPMorgan Mid Cap Growth Fund Class A

AUM$1.3B

TER1.09%

Holdings112

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare OSGIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings OSGIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OSGIX Mutual Fund Overlap Analysis

OSGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

OSGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, OSGIX may share significant positions with broad-market funds.

OSGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OSGIX tax-loss harvesting finds highly correlated but non-identical funds.