OGEAX Mutual Fund

NAV$112.07

AUM$1.2B

TER0.45%

Holdings507

OGEAX Mutual Fund

NAV$112.07

JPMorgan Equity Index Fund Class A

AUM$1.2B

TER0.45%

Holdings507

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Holdings Overlap Analysis

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

OGEAX Mutual Fund Overlap Analysis

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

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

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