OHFIX Mutual Fund

NAV$8.67

AUM$107M

TER0.60%

Holdings190

OHFIX Mutual Fund

NAV$8.67

F/m Funds Trust - Oakhurst Fixed Income Fund Class Institutional

AUM$107M

TER0.60%

Holdings190

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Holdings Overlap Analysis

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

OHFIX Mutual Fund Overlap Analysis

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

OHFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 190 holdings, OHFIX may share significant positions with broad-market funds.

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