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OTAX Stock Price, Chart, Stats & News
Optimal Tax Managed Equity ETF
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Optimal Tax Managed Equity ETF (OTAX) does not currently pay a dividend.
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Category
0.58%
Expense ratio
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Assets
OTAX chart
About
The Optimal Tax Managed Equity ETF seeks to achieve long-term capital appreciation. The Fund is an actively-managed ETF that principally invests in the U. S.-listed equity securities of quality large-, mid-, and small- capitalization companies based on a proprietary model developed by the Fund's sub-adviser, Optimal Tax Asset Management, Inc.
Top 10 OTAX holdings
| Holding | Ownership |
|---|---|
Technology 5.26% | |
Technology 4.42% | |
Technology 4.36% | |
Consumer Cyclical 2.84% | |
Technology 2.75% | |
Technology 2.23% | |
Technology 2.15% | |
Technology 1.98% | |
Health care 1.87% | |
Communication Services 1.79% |
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