OTRFX Mutual Fund
OTRFX Mutual Fund
OnTrack Core Fund Investor Share Class

OTRFX Mutual Fund Overview
OTRFX Mutual Fund (OnTrack Core Fund Investor Share Class) is managed by Advisors Preferred with $18.6M in net assets. OTRFX expense ratio is 3.38%, holding 22 positions across sectors including Unknown, Other, Financials. Inception date: 2013-01-15.
OTRFX performance shows a YTD return of 4.90%. The 1-year return is 10.28% and the 5-year return is 1.87%. OTRFX dividend yield stands at 12.42%, paid annually.
OTRFX top holdings include Eaton Vance Emerging Markets Debt Opportunities Fund (12.6%), Aqr Equity Market Neutral Fund (11.6%), Nuveen Preferred Sec (10.7%), T-Mobile Usa Inc 4.85 01/15/2029 (9.9%), Etn Vance Glbl Mcr A (7.8%). View all OTRFX holdings, sector breakdown, or dividend history.
OTRFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OTRFX alternatives are available via the screener, along with tax-loss harvesting opportunities.