OPTZ was created on 2024-04-23 by Optimize. The fund's investment portfolio concentrates primarily on total market equity. OPTZ aims to track an index of broad market US equities, choosing large- and small-cap firms perceived to have strong quality and momentum characteristics. Weighting is tiered, using a modified market-cap method. Holdings are equally weighted within each sector, but sector weights use the sum of market cap of all constituents.