OSSIX Mutual Fund
OSSIX Mutual Fund
NAV$25.19
AUM$285M
TER0.69%
Holdings100
See how much of OSSIX you already own
OSSIX Mutual Fund
NAV$25.19
Invesco Main Street Small Cap Fund Class R6
AUM$285M
TER0.69%
Holdings100
See how much of OSSIX you already own
OSSIX Mutual Fund Overlap Analysis
OSSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OSSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, OSSIX may share significant positions with broad-market funds.
OSSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OSSIX tax-loss harvesting finds highly correlated but non-identical funds.