OTCRX Mutual Fund Analysis & Holdings | MarketXLS

OTCRX Mutual Fund

NAV$11.18

AUM$2M

TER2.32%

Holdings59

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OTCRX Mutual Fund

NAV$11.18

Otter Creek Long/Short Opportunity Fund Investor Class

AUM$2M

TER2.32%

Holdings59

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

OTCRX Mutual Fund Overlap Analysis

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

OTCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, OTCRX may share significant positions with broad-market funds.

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