FOTAX Mutual Fund Analysis & Holdings | MarketXLS

FOTAX Mutual Fund

NAV$9.74

AUM$31M

TER0.83%

Holdings172

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FOTAX Mutual Fund

NAV$9.74

Nuveen Oregon Intermediate Municipal Bond Fund Class A

AUM$31M

TER0.83%

Holdings172

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FOTAX Mutual Fund Overlap Analysis

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

FOTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 172 holdings, FOTAX may share significant positions with broad-market funds.

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