OCSGX Mutual Fund

NAV$8.04

AUM$736M

TER2.24%

Holdings191

OCSGX Mutual Fund

NAV$8.04

Optimum Small-Mid Cap Growth Fund Class C

AUM$736M

TER2.24%

Holdings191

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare OCSGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings OCSGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OCSGX Mutual Fund Overlap Analysis

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

OCSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, OCSGX may share significant positions with broad-market funds.

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