OTCRX Mutual Fund

NAV$11.18

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%

Price Chart (6M)

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Top Holdings

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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
See how OTCRX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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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. View all OTCRX holdings, sector breakdown, or dividend history.

OTCRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OTCRX alternatives are available via the screener, along with tax-loss harvesting opportunities.