FTORX Mutual Fund
FTORX Mutual Fund
NAV$11.38
AUM$22M
TER0.88%
Holdings78
See how much of FTORX you already own
FTORX Mutual Fund
NAV$11.38
Nomura Tax-Free Oregon Fund Class A
AUM$22M
TER0.88%
Holdings78
See how much of FTORX you already own
FTORX Mutual Fund Overlap Analysis
FTORX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, FTORX may share significant positions with broad-market funds.
FTORX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTORX tax-loss harvesting finds highly correlated but non-identical funds.