OWSMX Mutual Fund

NAV$19.75

TER1.13%

Holdings2,263

OWSMX Mutual Fund

NAV$19.75

Old Westbury Small & Mid Cap Strategies Fund

TER1.13%

Holdings2,263

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Holdings Overlap Analysis

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

OWSMX Mutual Fund Overlap Analysis

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

OWSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2263 holdings, OWSMX may share significant positions with broad-market funds.

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