Optimize Strategy Index Etf Profile

OPTZ Etf   31.11  0.09  0.29%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
Optimize Strategy is trading at 31.11 as of the 28th of November 2024; that is 0.29 percent decrease since the beginning of the trading day. The etf's open price was 31.2. Optimize Strategy has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Optimize Strategy Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
Optimize Strategy is entity of United States. It is traded as Etf on NASDAQ exchange. More on Optimize Strategy Index

Moving together with Optimize Etf

  0.99VTI Vanguard Total StockPairCorr
  0.97SPY SPDR SP 500 Aggressive PushPairCorr
  0.97IVV iShares Core SPPairCorr
  0.91VIG Vanguard DividendPairCorr
  0.98VV Vanguard Large CapPairCorr
  0.96RSP Invesco SP 500 Sell-off TrendPairCorr

Moving against Optimize Etf

  0.88VIIX VIIXPairCorr
  0.87ULE ProShares Ultra EuroPairCorr
  0.86YCL ProShares Ultra YenPairCorr
  0.85FXY Invesco CurrencySharesPairCorr

Optimize Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationStrategy ETFs, Broad Equity ETFs, Large Blend (View all Sectors)
IssuerOptimize Financial
Inception Date2024-04-23
BenchmarkOptimize Strategy Index
Entity TypeRegulated Investment Company
Asset Under Management171.71 Million
Asset TypeEquity
CategoryBroad Equity
FocusStrategy
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorU.S. Bancorp Fund Services, LLC
AdvisorSound Capital Solutions LLC
CustodianU.S. Bank, N.A.
DistributorQuasar Distributors, LLC
Portfolio ManagerCasey Witters
Transfer AgentU.S. Bancorp Fund Services, LLC
Fiscal Year End31-Mar
ExchangeNASDAQ
Number of Constituents331
Market MakerWolverine Trading
Total Expense0.5
Management Fee0.5
Country NameUSA
CodeOPTZ
Updated At27th of November 2024
NameOptimize Strategy Index ETF
Currency NameUS Dollar
Currency CodeUSD
Open FigiBBG01ML8FZT4
TypeETF
Optimize Strategy Index [OPTZ] is traded in USA and was established null. The fund is listed under Large Blend. The entity is thematically classified as Strategy ETFs. Optimize Strategy Index now have in assets.
Check Optimize Strategy Probability Of Bankruptcy

Geographic Allocation (%)

Top Optimize Strategy Index Etf Constituents

SBACSBA Communications CorpStockReal Estate
PEPPepsiCoStockConsumer Staples
UHSUniversal Health ServicesStockHealth Care
FTITechnipFMC PLCStockEnergy
CHDChurch DwightStockConsumer Staples
ETNB89bio IncStockHealth Care
NAVINavient CorpStockFinancials
AXAxos FinancialStockFinancials
More Details

Optimize Strategy Index Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Optimize Strategy. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Optimize Strategy Against Markets

When determining whether Optimize Strategy Index offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Optimize Strategy's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Optimize Strategy Index Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Optimize Strategy Index Etf:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Optimize Strategy Index. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate.
You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
The market value of Optimize Strategy Index is measured differently than its book value, which is the value of Optimize that is recorded on the company's balance sheet. Investors also form their own opinion of Optimize Strategy's value that differs from its market value or its book value, called intrinsic value, which is Optimize Strategy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Optimize Strategy's market value can be influenced by many factors that don't directly affect Optimize Strategy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Optimize Strategy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Optimize Strategy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Optimize Strategy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.