OTAX
Optimal Tax Managed Equity ETF
Price Chart
Latest Quote
$49.77
+0.48 (+0.97%)
Current Price
| Previous Close | $49.29 |
| Open | $49.27 |
| Day High | $49.77 |
| Day Low | $49.77 |
| Volume | 405 |
Fund Information
| Net Assets | $71.98M |
| Expense Ratio | 0.58% |
| Category | Large Blend |
| Fund Family | OTax |
| Net Asset Value | $49.28 |
| Premium/Discount | 0.99% |
| P/E Ratio | 23.43 |
| Exchange | NYQ |
📊 ETF Analysis
Company Data
Financial Ratios
Returns & Margins
Ownership
| Insider & Institutional transactions data not available |
Valuation Ratios
Analyst Data
Technical Indicators
| SMA20 | $49.98 |
| RSI | 40.95 |
| ATR | 0.4721 |
| Rel Volume | 0.06 |
Performance History
| Week | +0.71% |
| Month | -0.46% |
| YTD | -0.08% |
| 10 Years | -0.08% |
ETF Scoring Not Available
Exchange-traded funds (ETFs) are not scored using our fundamental analysis metrics, as they represent baskets of securities rather than individual companies.
Recent Price History
| Date | Close | Volume |
|---|---|---|
| 2026-10-27 | $49.77 | 400 |
| 2026-10-26 | $49.29 | 2,200 |
| 2026-10-23 | $48.89 | 4,600 |
| 2026-10-22 | $48.94 | 7,400 |
| 2026-10-21 | $49.83 | 6,400 |
| 2026-10-20 | $49.42 | 5,700 |
| 2026-10-19 | $49.32 | 100 |
| 2026-10-16 | $49.07 | 30,300 |
| 2026-10-15 | $49.83 | 6,400 |
| 2026-10-14 | $49.78 | 29,300 |
| 2026-10-13 | $50.64 | 3,000 |
| 2026-10-12 | $50.71 | 8,000 |
| 2026-10-09 | $50.86 | 17,000 |
| 2026-10-08 | $50.49 | 1,100 |
| 2026-10-07 | $50.68 | 300 |
| 2026-10-06 | $51.01 | 600 |
| 2026-10-05 | $50.70 | 2,100 |
| 2026-10-02 | $50.45 | 4,200 |
| 2026-10-01 | $49.95 | 9,500 |
| 2026-09-30 | $49.92 | 1,200 |
| 2026-09-29 | $49.96 | 500 |
| 2026-09-28 | $50.00 | 11,400 |
About Optimal Tax Managed Equity ETF
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.
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