ORSAX Mutual Fund

NAV$19.54

AUM$69M

TER1.24%

Holdings271

ORSAX Mutual Fund

NAV$19.54

North Square Dynamic Small Cap Fund Class A

AUM$69M

TER1.24%

Holdings271

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Holdings Overlap Analysis

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

ORSAX Mutual Fund Overlap Analysis

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

ORSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 271 holdings, ORSAX may share significant positions with broad-market funds.

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