OIFIX Mutual Fund

NAV$8.22

AUM$2.4B

TER0.80%

Holdings1,499

OIFIX Mutual Fund

NAV$8.22

Optimum Fixed Income Fund Class I

AUM$2.4B

TER0.80%

Holdings1,499

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Holdings Overlap Analysis

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

OIFIX Mutual Fund Overlap Analysis

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

OIFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1499 holdings, OIFIX may share significant positions with broad-market funds.

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