Optimal Tax Managed Equity ETF (OTAX)

Assets	$70.65M
Expense Ratio	0.58%
PE Ratio	n/a
Shares Out	1.42M
Dividend (ttm)	n/a
Dividend Yield	n/a
Ex-Dividend Date	n/a
Payout Frequency	n/a
Payout Ratio	n/a

Volume	14,776
Open	50.75
Previous Close	50.63
Day's Range	50.56 - 50.75
52-Week Low	49.39
52-Week High	51.21
Beta	n/a
Holdings	n/a
Inception Date	n/a

About OTAX

Fund Home Page

The Optimal Tax Managed Equity ETF (OTAX) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed ETF designed to deliver broad US equity market exposure while employing tax-management strategies. Built on a proprietary quality-first framework, US companies are screened for capital efficiency, momentum, value, and quality factors, all with a focus on minimizing unnecessary tax drag.

• Asset Class: Equity
• Region: North America
• Stock Exchange: NYSE
• Ticker Symbol: OTAX
• ETF Provider: Optimal

Data Sources: S&P Global Market Intelligence, CBOE, and more

Historical data is provided by S&P Global Market Intelligence. Real-time stock price data is provided by CBOE and 15-minute delayed consolidated tape pricing data is provided by Nasdaq UTP. Several fund data points are also provided by Finnhub.

Last checked:

Sep 23, 2026

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