OISGX Mutual Fund

NAV$17.55

AUM$493M

TER1.24%

Holdings191

OISGX Mutual Fund

NAV$17.55

Optimum Small-Mid Cap Growth Fund Class I

AUM$493M

TER1.24%

Holdings191

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Holdings Overlap Analysis

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

OISGX Mutual Fund Overlap Analysis

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

OISGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, OISGX may share significant positions with broad-market funds.

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