OTGIX Mutual Fund

OTGIX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.70%
Dividend Yield (Current)
-
Holdings
44
Inception Date
Oct 3, 2022
Fund Family
World Funds Trust
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 77.23%
Bonds: 15.08%
Cash: 7.68%
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Peer Comparison

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

OTGIX Mutual Fund Overview

OTGIX Mutual Fund (OTG Latin America Fund Class Institutional) is managed by World Funds Trust. OTGIX expense ratio is 1.70%, holding 44 positions across various sectors. Inception date: 2022-10-03.

OTGIX performance shows data across multiple time periods..

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

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