(OPTZ) Optimize Strategy Index - Ratings and Ratios

Ticker Symbol: OPTZ | Exchange: NASDAQ | Type: ETF | Country Origin: USA | ETF Category: Mid-Cap Blend

The Optimize Strategy Index ETF (OPTZ) is a mid-cap blend ETF focused on U.S. equities. It seeks to provide exposure to mid-sized companies, blending both growth and value characteristics. The fund is designed to track the performance of its underlying index, which is optimized for specific investment criteria. Mid-cap blend ETFs typically invest in companies with market capitalizations between $2 billion and $10 billion, offering a balance between growth potential and stability compared to small- or large-cap equities.

Technical Data: Average Volume 20d: 4,000 shares | Last Price: $26.94 | SMA 20: $27.61 | SMA 50: $29.14 | SMA 200: $28.60 | ATR: 0.42

The ETF is currently trading below its 20-day and 50-day moving averages, indicating recent downward momentum. The 200-day moving average of $28.60 suggests a longer-term downtrend. The Average True Range (ATR) of 0.42 reflects low volatility, while the 20-day average volume of 4,000 shares indicates limited trading activity. These metrics suggest the ETF is in a consolidative phase with minimal directional movement.

Fundamental Data: AUM: $158.10 million

With assets under management (AUM) of $158.10 million, the ETF is a moderate-sized fund within its category. This level of AUM allows for efficient portfolio management while maintaining liquidity, though it may limit its ability to capitalize on smaller or more niche opportunities within the mid-cap space.

3-Month Forecast:

Technical Data: The ETF is likely to face resistance at its 50-day SMA ($29.14) and 200-day SMA ($28.60). Support levels may emerge near its recent lows, but the low ATR suggests limited upside potential. Expect a sideways to slightly bearish trend in the near term.

Fundamental Data: Mid-cap equities are sensitive to broader market conditions. If interest rates stabilize and economic growth shows signs of resilience, the ETF may experience modest inflows. However, with moderate AUM, it may lag larger, more liquid mid-cap ETFs in terms of performance.