OTAX ETF
OTAX ETF
$50.45
Optimal Tax Managed Equity ETF
AUM$72M
TER0.58%
Holdings207
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Information Technology is OTAX's largest sector at 31.9% of the fund as of Sep 15, 2026. OTAX is Optimal Tax Managed Equity ETF.
OTAX ETF Sector Allocation
OTAX sector allocation breaks down across Information Technology (31.9%), Financials (23.6%), Communication Services (6.2%), Consumer Discretionary (6.1%), Industrials (5.3%). this breakdown reveals the ETF's investment focus and diversification.
OTAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
OTAX by country shows geographic exposure. OTAX overlap reveals how sector exposure compares with other funds.