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(OTR) Exchange-traded Fund (ETF)

The investment seeks to track the price and yield performance, before fees and expenses, of the Ocean Tomo 300 Patent Growth index. The fund invests at least 90% of assets in securities that comprise the index. The index consists of 60 stocks selected, based on investment and other criteria, from a universe of U.S. listed companies. The fund is non-diversified.
OTR ETF Inception Date: Apr 2, 2007
OTR ETF Family: Guggenheim Investments
OTR ETF Category: Large Growth
OTR ETF Net Asset: $14.22M
OTR ETF Year-to-Date Performance 13.45%
OTR ETF 1 Year Performance 8.86%
OTR ETF 3 Year Performance 30.11%

 

Compare (OTR) within Large Growth category

Compare (OTR) with other Large Growth category EFTs

ETFYear to DateOne YearThree Year
First Trust NASDAQ-100 Equal Weight Idx (QQEW)17.52%7.41%29.11%
First Trust NASDAQ-100 ex-Tech Sec Idx (QQXT)16.17%7.31%28.03%
iShares Russell 1000 Growth Index (IWF)11.04%7.25%27.32%
iShares Russell 3000 Growth Index (IWZ)10.85%6.83%27.42%
WisdomTree LargeCap Growth (ROI)13.22%6.76%18.53%
Rydex S&P 500 Pure Growth (RPG)14.06%6.54%32.00%
RP Growth ETF (RPX)8.50%6.21%0
RP Focused Large Cap Growth ETF (RWG)20.30%5.71%0
PowerShares Active AlphaQ (PQY)-1.79%20.38%4.81%

 

Compare (OTR) ETF with top Large Growth Mutual Funds

Compare Mutual Funds with ETFs

FundYTD%1 Year3 YearMojo Score
Large Growth Category Average15.207.3322.30
AB Large Cap Growth I17.086.2223.660.89
AllianzGI Focused Growth D16.638.1221.780.88
AB Large Cap Growth K17.045.9323.260.88
Edgewood Growth Instl17.1213.6220.700.87
ClearBridge Large Cap Growth R11.535.2422.230.87
AB Large Cap Growth A16.955.8223.180.86
Edgewood Growth Retail17.4113.6320.710.86
Glenmede Large Cap Growth17.129.2627.220.85
AllianzGI Focused Growth R16.587.9121.490.85
Shelton Nasdaq-100 Index K20.9618.3030.470.85
Praxis Growth Index I15.8613.2723.170.85
Parnassus Endeavor Fund15.267.3027.790.85
Shelton Nasdaq-100 Index Direct21.0419.0831.280.85

 

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