OGHCX Mutual Fund

NAV$6.44

AUM$69M

TER1.35%

Holdings824

OGHCX Mutual Fund

NAV$6.44

JPMorgan High Yield Fund Class C

AUM$69M

TER1.35%

Holdings824

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Holdings Overlap Analysis

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

OGHCX Mutual Fund Overlap Analysis

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

OGHCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 824 holdings, OGHCX may share significant positions with broad-market funds.

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