OTFCX Mutual Fund

NAV$40.65

AUM$379M

TER1.70%

Holdings56

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$99/yr Pro · 7-day refund

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OTFCX Mutual Fund

NAV$40.65

Invesco Discovery Large Cap Fund Class C

AUM$379M

TER1.70%

Holdings56

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

OTFCX Mutual Fund Overlap Analysis

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

OTFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, OTFCX may share significant positions with broad-market funds.

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