OPTCX Mutual Fund
NAV$9.83
AUM$48M
TER2.10%
Holdings4
OPTCX Mutual Fund
NAV$9.83
Optima Strategic Credit Fund Founders class
AUM$48M
TER2.10%
Holdings4
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OPTCX Mutual Fund Performance
OPTCX performance across multiple time periods: 1-month 0.16%, YTD -1.17%, 1-year 2.62%, 3-year 6.76%.
OPTCX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.
OPTCX performance comparison shows side-by-side returns with another fund. OPTCX alternatives are available in the Mutual Fund Screener.