OLVAX Mutual Fund

NAV$24.50

AUM$370M

TER0.93%

Holdings98

OLVAX Mutual Fund

NAV$24.50

JPMorgan Large Cap Value Fund Class A

AUM$370M

TER0.93%

Holdings98

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Holdings Overlap Analysis

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

OLVAX Mutual Fund Overlap Analysis

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

OLVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 98 holdings, OLVAX may share significant positions with broad-market funds.

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