Optimal Tax Managed Equity ETF (OTAX) is an exchange-traded fund in the Large Blend category. It has $71.98M in assets and an expense ratio of 0.58%. The fund 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”). It is non-diversified.
Assets under management
$71.98M
Expense ratio
0.58%
Category
Large Blend
Dividend yield
—
NAV
$48.60
Fund family
OTax
Exchange
NYSE
Top holdings
The largest positions Optimal Tax Managed Equity ETF reports, by weight.