OGGAX Mutual Fund
NAV$9.49
AUM$235M
TER0.70%
Holdings308
OGGAX Mutual Fund
NAV$9.49
JPMorgan Government Bond Fund Class A
AUM$235M
TER0.70%
Holdings308
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OGGAX Mutual Fund Overlap Analysis
OGGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OGGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 308 holdings, OGGAX may share significant positions with broad-market funds.
OGGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OGGAX tax-loss harvesting finds highly correlated but non-identical funds.