OGFAX Mutual Fund

NAV$112.31

AUM$10.8B

TER0.04%

Holdings507

OGFAX Mutual Fund

NAV$112.31

JPMorgan Equity Index Fund Class R6

AUM$10.8B

TER0.04%

Holdings507

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Holdings Overlap Analysis

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

OGFAX Mutual Fund Overlap Analysis

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

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

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