FTOTX Mutual Fund

FTOTX Mutual Fund (Nomura Tax-Free Oregon Fund Institutional Class) is managed by Nomura Asset Management Co Ltd with $28.9M in net assets. FTOTX expense ratio is 0.63%, holding 78 positions across sectors including Financials, Consumer Discretionary, Health Care. Inception date: 2013-05-01.

FTOTX performance shows a YTD return of 0.85%. The 1-year return is 6.06% and the 5-year return is 0.56%. FTOTX dividend yield stands at 4.10%, paid monthly.

FTOTX top holdings include Puerto Rico Sales Tax Financing Corp Sa 4.750 07/01/2053 (3.5%), City Of Eugene Or Electric Utility System Revenue 5 08/01/2049 (3.1%), Oregon State Facilities Authority 5 04/01/2055 (3.0%), Or Orshgr 3 07/01/2051 (2.6%), Or Orsfac 5.5 04/01/2049 5.5 2049-04-01 (2.6%). Go to all FTOTX holdings, FTOTX sectors, or FTOTX dividends.

FTOTX can be compared against other funds. Use FTOTX overlap to find shared positions, or FTOTX vs another fund for a side-by-side view. FTOTX alternatives are available via the screener, along with tax-loss harvesting opportunities.