OCSVX Mutual Fund

NAV$12.49

AUM$9M

TER2.25%

Holdings256

OCSVX Mutual Fund

NAV$12.49

Optimum Small-Mid Cap Value Fund Class C

AUM$9M

TER2.25%

Holdings256

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Holdings Overlap Analysis

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

OCSVX Mutual Fund Overlap Analysis

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

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

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