AOTCX Mutual Fund

NAV$39.89

AUM$240,437.28

TER2.04%

Holdings69

AOTCX Mutual Fund

NAV$39.89

Virtus Emerging Markets Opportunities Fund Class C

AUM$240,437.28

TER2.04%

Holdings69

✓All holdings

✓Overlap Analysis

✓ETF Screener

✓Compare ETFs

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

Compare AOTCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AOTCX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

AOTCX Mutual Fund Overlap Analysis

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

AOTCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, AOTCX may share significant positions with broad-market funds.

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