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OTAX - ETF Fact Sheet

Optimal Tax Managed Equity ETF - USD

Fund Identification

Ticker

OTAX

ISIN

US26824D7874

Main Metrics

Price

$NaN

Expense Ratio

0.49%

AuM

 

Tracking Difference

%

Ratings

Trackinsight rating

N/A

Official Investment Strategy

The Fund is an actively-managed exchange-traded fund (“ETF”) that principally invests in the U.S.-listed equity securities of profitable large-, mid-, and small-capitalization companies based on a proprietary model developed by the Fund’s sub-adviser, Optimal Tax Asset Management, Inc. (the “Sub-Adviser”).

OTAX's historical prices, performance, and flows

returns
flows
$0M
* Net total returns
All data as of NaN undefined NaN

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OTAX's characteristics

Manager statistics

2 funds, $0.04Bn in AUM

Asset class

Equity

Dividend policy

Distributing

OTAX's exposure

The OTAX ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.

ETF Education Center

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