OTAX
Optimal Tax Managed Equity ETF$50.72+0.05 (+0.09%)Price Chart
Key Statistics
Previous Close
$50.67Day Range
52-Week Range
Avg Volume
3.7KDividend Yield
—Expense Ratio
0.58%AUM
—Shares Outstanding
—Fund Information
- Inception Date
- Aug 26, 2026
- Description
- 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.
The Optimal Tax Managed Equity ETF (OTAX) is an exchange-traded fund that launched on Aug 26, 2026. It currently manages — in assets under management. The fund charges an expense ratio of 0.58%.
Top 10 holdings represent 0.0% of the fund
Holdings data not yet available for this ETF.
Holdings are updated periodically and may not be available for all funds.
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | +0.09% | |
| 1W | +0.84% | |
| 1M | +0.84% | |
| 3M | +0.84% | |
| 6M | +0.84% | |
| YTD | +0.84% | |
| 1Y | +0.84% | |
| 3Y | +0.84% | |
| 5Y | +0.84% |
Moving Averages
$50.28
Above 20-Day MA$50.28
Above 50-Day MA$50.28
Above 200-Day MAPrice with Moving Averages
Support & Resistance
52-Week High
$50.67
Current Price
$50.72
52-Week Low
$49.99
Current Yield
—
Annual Dividend
—
Frequency
—
Last Ex-Date
—
Dividends
No dividend data available for this ETF.
Category Comparison
No category data available for comparison.
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