OIERX Mutual Fund

NAV$29.11

AUM$484M

TER0.55%

Holdings88

OIERX Mutual Fund

NAV$29.11

JPMorgan Equity Income Fund Class R5

AUM$484M

TER0.55%

Holdings88

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Holdings Overlap Analysis

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

OIERX Mutual Fund Overlap Analysis

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

OIERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, OIERX may share significant positions with broad-market funds.

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