OTTRX Mutual Fund

NAV$11.39

AUM$6M

TER2.07%

Holdings59

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OTTRX Mutual Fund

NAV$11.39

Otter Creek Long/Short Opportunity Fund Institutional Class

AUM$6M

TER2.07%

Holdings59

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

OTTRX Mutual Fund Overlap Analysis

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

OTTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, OTTRX may share significant positions with broad-market funds.

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