OTCJX Mutual Fund

NAV$28.22

AUM$237M

TER0.77%

Holdings105

OTCJX Mutual Fund

NAV$28.22

MFS Mid Cap Growth Fund Class R4

AUM$237M

TER0.77%

Holdings105

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

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

OTCJX Mutual Fund Overlap Analysis

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

OTCJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 105 holdings, OTCJX may share significant positions with broad-market funds.

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