OTAXOptimal Tax Managed Equity ETF
Seeks long-term capital appreciation.
Annual Cost
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Fund Size
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Return (1Y)Goal
N/A
Track Record
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Listing
- Exchange
- New York Stock Exchange
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio of U.S.-listed equity securities of profitable large-, mid-, and small-cap companies. Focuses on mega-cap core, large/mid cap momentum, and SMID-cap quality stocks, while maintaining a small allocation to non-U.S. equities.
Similar funds
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Data updated on 2026-08-27