OYRDX Mutual Fund Analysis & Holdings | MarketXLS

OYRDX Mutual Fund

NAV$31.14

TER0.71%

Holdings74

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OYRDX Mutual Fund

NAV$31.14

Invesco Rising Dividends Fund Class Y

TER0.71%

Holdings74

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

OYRDX Mutual Fund Overlap Analysis

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

OYRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, OYRDX may share significant positions with broad-market funds.

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