OASVX Mutual Fund

NAV$15.61

AUM$3M

TER1.50%

Holdings256

OASVX Mutual Fund

NAV$15.61

Optimum Small-Mid Cap Value Fund Class A

AUM$3M

TER1.50%

Holdings256

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Holdings Overlap Analysis

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

OASVX Mutual Fund Overlap Analysis

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

OASVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 256 holdings, OASVX may share significant positions with broad-market funds.

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