ONGAX Mutual Fund

NAV$31.28

AUM$5.5B

TER0.96%

Holdings24

ONGAX Mutual Fund

NAV$31.28

JPMorgan Investor Growth Fund Class A

AUM$5.5B

TER0.96%

Holdings24

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

ONGAX Mutual Fund Overlap Analysis

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

ONGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, ONGAX may share significant positions with broad-market funds.

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