OTRGX Mutual Fund
OTRGX Mutual Fund
OnTrack Core Fund Advisor Class
OTRGX Mutual Fund Overview
OTRGX Mutual Fund (OnTrack Core Fund Advisor Class) is managed by Advisors Preferred with $1.4M in net assets. OTRGX expense ratio is 3.57%, holding 8 positions across various sectors. Inception date: 2013-06-21.
OTRGX performance shows a YTD return of 4.71%. The 1-year return is 10.07% and the 5-year return is 1.69%. OTRGX dividend yield stands at 11.77%, paid annually.
OTRGX 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 OTRGX holdings, sector breakdown, or dividend history.
OTRGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OTRGX alternatives are available via the screener, along with tax-loss harvesting opportunities.