OSTIX Mutual Fund

NAV$11.18

AUM$5.8B

TER0.86%

Holdings169

See how much of OSTIX you already own

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OSTIX Mutual Fund

NAV$11.18

Osterweis Strategic Income Fund Investor Class

AUM$5.8B

TER0.86%

Holdings169

See how much of OSTIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

OSTIX Mutual Fund Overlap Analysis

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

OSTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 169 holdings, OSTIX may share significant positions with broad-market funds.

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