FTOTX Mutual Fund
FTOTX Mutual Fund
NAV$11.37
AUM$29M
TER0.63%
Holdings78
See how much of FTOTX you already own
FTOTX Mutual Fund
NAV$11.37
Nomura Tax-Free Oregon Fund Institutional Class
AUM$29M
TER0.63%
Holdings78
See how much of FTOTX you already own
FTOTX Mutual Fund Overlap Analysis
FTOTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTOTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, FTOTX may share significant positions with broad-market funds.
FTOTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTOTX tax-loss harvesting finds highly correlated but non-identical funds.