ORTBX Mutual Fund Analysis & Holdings | MarketXLS

ORTBX Mutual Fund

NAV$10.22

TER0.79%

Holdings155

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ORTBX Mutual Fund

NAV$10.22

NYLI MacKay Oregon Muni Fund Class A

TER0.79%

Holdings155

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

ORTBX Mutual Fund Overlap Analysis

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

ORTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 155 holdings, ORTBX may share significant positions with broad-market funds.

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