OVECX Mutual Fund Analysis & Holdings | MarketXLS

OVECX Mutual Fund

NAV$5.97

AUM$250,667.78

TER1.91%

Holdings38

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OVECX Mutual Fund

NAV$5.97

Sterling Capital Mid Value Fund Class C

AUM$250,667.78

TER1.91%

Holdings38

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

OVECX Mutual Fund Overlap Analysis

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

OVECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, OVECX may share significant positions with broad-market funds.

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