OTTRX Mutual Fund

OTTRX Mutual Fund

NAV$11.39
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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%
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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

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. Go to all OTTRX holdings, OTTRX sectors, or OTTRX dividends.

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