OEICX Mutual Fund

NAV$114.50

AUM$70M

TER1.12%

Holdings507

OEICX Mutual Fund

NAV$114.50

JPMorgan Equity Index Fund Class C

AUM$70M

TER1.12%

Holdings507

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Holdings Overlap Analysis

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

OEICX Mutual Fund Overlap Analysis

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

OEICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, OEICX may share significant positions with broad-market funds.

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