OSTGX Mutual Fund
OSTGX Mutual Fund
NAV$19.75
AUM$329M
TER1.12%
Holdings46
See how much of OSTGX you already own
OSTGX Mutual Fund
NAV$19.75
Osterweis Opportunity Fund
AUM$329M
TER1.12%
Holdings46
See how much of OSTGX you already own
OSTGX Mutual Fund Overlap Analysis
OSTGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OSTGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, OSTGX may share significant positions with broad-market funds.
OSTGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OSTGX tax-loss harvesting finds highly correlated but non-identical funds.