OTCRX Mutual Fund

OTCRX Mutual Fund

NAV$11.18
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Fund Essentials

Net Assets
$2M
Expense Ratio
2.32%
Dividend Yield (Current)
0.58%
Holdings
59
Inception Date
Dec 30, 2013
Fund Family
Otter Creek Advisors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-1.71%
1 Year-2.70%
3 Year+7.03%
5 Year+5.91%
10 Year+3.87%

Asset Allocation

Stocks: 225.80%
Cash: 35.97%
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Dividend Summary

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Dividend Yield (Current)
0.58%
Frequency
Annually
Latest Distribution
$0.29
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

OTCRX Mutual Fund Overview

OTCRX Mutual Fund (Otter Creek Long/Short Opportunity Fund Investor Class) is managed by Otter Creek Advisors with $1.8M in net assets. OTCRX expense ratio is 2.32%, holding 59 positions across various sectors. Inception date: 2013-12-30.

OTCRX performance shows a YTD return of -1.71%. The 1-year return is -2.70% and the 5-year return is 5.91%. OTCRX dividend yield stands at 0.58%, paid annually.

OTCRX top holdings include a diversified portfolio. Go to all OTCRX holdings, OTCRX sectors, or OTCRX dividends.

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