OPTZ mimics the Optimize Strategy Index (OPTSI) developed by Optimize Financial (OFI) which aims to generate excess returns as compared to the broad market over an economic cycle. It seeks to do so by focusing on companies that exhibit a favorable profile with regard to various fundamental metrics including the ratio of current Earnings Per Share (EPS)1 over the trailing 10-year average EPS, the current Price to Earnings (P/E) ratio2 , and the 2-year forward EPS growth estimate for large capitalization companies and the Price to Sales (P/S) ratio3 for small Capitalization companies.
Optimize Strategy Index ETF (OPTZ)
OPTZ is committed to investing in consistently profitable, publicly traded American companies. We believe this strategy can build lasting, generational wealth for investors. We believe OPTZ is the perfect investment for the long-term investor who is disciplined and has unwavering faith in the future and in the United States of America.
About Us
Nasdaq's Just For Funds: Optimize Financial
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Optimize Financial
- (949) 471-0000
- fund@optimizefinancialopt.com
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23212 Mill Creek Drive
Laguna Hills, CA 92653
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