ONGIX Mutual Fund

NAV$22.64

AUM$4.8B

TER0.95%

Holdings26

ONGIX Mutual Fund

NAV$22.64

JPMorgan Investor Growth & Income Fund Class A

AUM$4.8B

TER0.95%

Holdings26

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Holdings Overlap Analysis

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

ONGIX Mutual Fund Overlap Analysis

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

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

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