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Optimal Tax Managed Equity ETF (OTAX) ETF Overview
Price history, fund statistics and profile — an exchange-traded fund.
Exchange-Traded Funds · Large Blend · DATA UPDATED 2026-08-31
Optimal Tax Managed Equity ETF (OTAX) is an exchange-traded fund managed by OTax in the "Large Blend" category.
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.
Interactive chart & fund stats →
OTAX Fund Statistics
| Expense ratio | 0.58% |
| Fund category | Large Blend |
| Fund family | OTax |
| Inception | 2026-08-25 |
The live price chart, fund profile and news are in the interactive OTAX viewer.
Other Companies in Large Blend
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