ONGFX Mutual Fund

NAV$21.79

AUM$378M

TER0.72%

Holdings26

ONGFX Mutual Fund

NAV$21.79

JPMorgan Investor Growth & Income Fund Class I

AUM$378M

TER0.72%

Holdings26

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Holdings Overlap Analysis

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

ONGFX Mutual Fund Overlap Analysis

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

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

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