OTRGX Mutual Fund
OTRGX Mutual Fund
OTRGX Mutual Fund
OnTrack Core Fund Advisor Class
OTRGX Mutual Fund Overview
OTRGX Mutual Fund (OnTrack Core Fund Advisor Class) is managed by Advisors Preferred with $1.4M in net assets. OTRGX expense ratio is 3.46%, holding 8 positions across various sectors. Inception date: 2013-06-21.
OTRGX performance shows a YTD return of 4.75%. The 1-year return is 9.24% and the 5-year return is 1.63%. OTRGX dividend yield stands at 11.77%, paid annually.
OTRGX top holdings include Mapletree Industrial Trust (30.3%), Fidelity Inv Mmkt Govt-I 12/31/2031 (17.3%), First American Government Obligations Fund (17.3%), Absolute Convertible Arbitrage Inv (10.0%), Vctry Pinr Ct Bnd F (10.0%). Go to all OTRGX holdings, OTRGX sectors, or OTRGX dividends.
OTRGX can be compared against other funds. Use OTRGX overlap to find shared positions, or OTRGX vs another fund for a side-by-side view. OTRGX alternatives are available via the screener, along with tax-loss harvesting opportunities.