OSTSX Mutual Fund Analysis & Holdings | MarketXLS

OSTSX Mutual Fund

NAV$10.19

AUM$311M

TER0.20%

Holdings374

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OSTSX Mutual Fund

NAV$10.19

JPMorgan Short-Intermediate Municipal Bond Fund Class R6

AUM$311M

TER0.20%

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

OSTSX Mutual Fund Overlap Analysis

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

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

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