OSTIX Mutual Fund

NAV$11.16

AUM$5.8B

TER0.87%

Holdings169

OSTIX Mutual Fund

NAV$11.16

Osterweis Strategic Income Fund Investor Class

AUM$5.8B

TER0.87%

Holdings169

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Holdings Overlap Analysis

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

OSTIX Mutual Fund Overlap Analysis

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

OSTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 169 holdings, OSTIX may share significant positions with broad-market funds.

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