OTGAX Mutual Fund

OTGAX Mutual Fund

NAV$9.05
See what you own twice
Check OTGAX against your other funds. Free for up to 5.
Check my overlap

Holdings Overlap Analysis

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

OTGAX Mutual Fund Overlap Analysis

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

OTGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, OTGAX may share significant positions with broad-market funds.

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