OWVAX Mutual Fund Analysis & Holdings | MarketXLS

OWVAX Mutual Fund

NAV$9.45

AUM$28M

TER0.61%

Holdings44

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OWVAX Mutual Fund

NAV$9.45

Sterling Capital West Virginia Intermediate Tax-Free Fund Institutional Class

AUM$28M

TER0.61%

Holdings44

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

OWVAX Mutual Fund Overlap Analysis

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

OWVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, OWVAX may share significant positions with broad-market funds.

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