OSPAX Mutual Fund
OSPAX Mutual Fund
NAV$10.88
AUM$27M
TER1.20%
Holdings22
OSPAX Mutual Fund
NAV$10.88
Invesco SteelPath MLP Alpha Fund Class R6
AUM$27M
TER1.20%
Holdings22
OSPAX Mutual Fund Overlap Analysis
OSPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OSPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, OSPAX may share significant positions with broad-market funds.
OSPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OSPAX tax-loss harvesting finds highly correlated but non-identical funds.