OSTVX Mutual Fund

NAV$18.68

AUM$190M

TER0.92%

Holdings159

OSTVX Mutual Fund

NAV$18.68

Osterweis Strategic Investment Fund

AUM$190M

TER0.92%

Holdings159

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Holdings Overlap Analysis

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

OSTVX Mutual Fund Overlap Analysis

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

OSTVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 159 holdings, OSTVX may share significant positions with broad-market funds.

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