FTORX Mutual Fund

NAV$12.10

AUM$22M

TER0.88%

Holdings74

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FTORX Mutual Fund

NAV$12.10

Nomura Tax-Free Oregon Fund Class A

AUM$22M

TER0.88%

Holdings74

See inside every fund you own

$99/yr 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 FTORX 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 FTORX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 74 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.