ORTCX Mutual Fund

NAV$10.21

AUM$2M

TER1.10%

Holdings155

ORTCX Mutual Fund

NAV$10.21

NYLI MacKay Oregon Muni Fund Class C

AUM$2M

TER1.10%

Holdings155

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Holdings Overlap Analysis

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

ORTCX Mutual Fund Overlap Analysis

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

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

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