OTPIX Mutual Fund Analysis & Holdings | MarketXLS

OTPIX Mutual Fund

NAV$60.46

AUM$125M

TER1.47%

Holdings110

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OTPIX Mutual Fund

NAV$60.46

NASDAQ-100 ProFund Investor Class

AUM$125M

TER1.47%

Holdings110

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

OTPIX Mutual Fund Overlap Analysis

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

OTPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, OTPIX may share significant positions with broad-market funds.

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