OTRFX Mutual Fund
OTRFX Mutual Fund
OnTrack Core Fund Investor Share Class
OTRFX Mutual Fund Overview
OTRFX Mutual Fund (OnTrack Core Fund Investor Share Class) is managed by Advisors Preferred with $18.5M in net assets. OTRFX expense ratio is 3.38%, holding 8 positions across various sectors. Inception date: 2013-01-15.
OTRFX performance shows a YTD return of 4.80%. The 1-year return is 10.28% and the 5-year return is 1.87%. OTRFX dividend yield stands at 12.42%, paid annually.
OTRFX top holdings include Mapletree Industrial Trust (30.3%), Fidelity Instl Cash Ptf / Govt Cl I (17.3%), First American Government Obligations Fund (17.3%), Absolute Convertible Arbitrage Inv (10.0%), Vctry Pinr Ct Bnd F (10.0%). View all OTRFX holdings, sector breakdown, or dividend history.
OTRFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OTRFX alternatives are available via the screener, along with tax-loss harvesting opportunities.