OTTRX Mutual Fund

NAV$11.39

Fund Essentials

Net Assets
$6M
Expense Ratio
2.07%
Dividend Yield (Current)
0.81%
Holdings
59
Inception Date
Dec 30, 2013
Fund Family
Otter Creek Advisors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-1.49%
1 Year-2.43%
3 Year+7.32%
5 Year+6.19%
10 Year+4.13%

Asset Allocation

Stocks: 225.80%
Cash: 35.97%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.81%
Frequency
Annually
Latest Distribution
$0.32
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how OTTRX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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OTTRX Mutual Fund Overview

OTTRX Mutual Fund (Otter Creek Long/Short Opportunity Fund Institutional Class) is managed by Otter Creek Advisors with $6.5M in net assets. OTTRX expense ratio is 2.07%, holding 59 positions across various sectors. Inception date: 2013-12-30.

OTTRX performance shows a YTD return of -1.49%. The 1-year return is -2.43% and the 5-year return is 6.19%. OTTRX dividend yield stands at 0.81%, paid annually.

OTTRX top holdings include a diversified portfolio. View all OTTRX holdings, sector breakdown, or dividend history.

OTTRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OTTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.