ONECX Mutual Fund

NAV$21.14

AUM$88M

TER1.47%

Holdings26

ONECX Mutual Fund

NAV$21.14

JPMorgan Investor Growth & Income Fund Class C

AUM$88M

TER1.47%

Holdings26

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare ONECX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ONECX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ONECX Mutual Fund Overlap Analysis

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

ONECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, ONECX may share significant positions with broad-market funds.

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