OPTCX Mutual Fund (Optima Strategic Credit Fund Founders class) is managed by Boston Partners with $47.9M in net assets. OPTCX expense ratio is 2.10%, holding 4 positions across sectors including Other, Unknown. Inception date: 2021-12-29.

OPTCX performance shows a YTD return of -1.17%. The 1-year return is 2.62%. OPTCX dividend yield stands at 3.76%, paid monthly.

OPTCX top holdings include Treasury Bill Jul 16, 2026 (40.3%), United States Treasury 0.0 08/27/2026 0 2026-08-27 (30.1%), Jpmorgan U.S. Government Money Market Fund (15.6%), U.S. Treasury Bill 3.612000% 07/02/2026 (10.1%). View all OPTCX holdings, sector breakdown, or dividend history.

OPTCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OPTCX alternatives are available via the screener, along with tax-loss harvesting opportunities.