OSTAX Mutual Fund Analysis & Holdings | MarketXLS

OSTAX Mutual Fund

NAV$10.12

AUM$108M

TER0.70%

Holdings374

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OSTAX Mutual Fund

NAV$10.12

JPMorgan Short-Intermediate Municipal Bond Fund Class A

AUM$108M

TER0.70%

Holdings374

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 OSTAX 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 OSTAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OSTAX Mutual Fund Overlap Analysis

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

OSTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 374 holdings, OSTAX may share significant positions with broad-market funds.

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