Optima Strategic Credit Fund OPTCX
Type
Mutual fund
Peer group
Allocation
Net assets
$38.1M
Expense ratio
2.10%
1-year return
+6.4%
3 years, a year
+5.2%
5 years, a year
—
Holdings
4
What it aims to do.
The investment objective of the Optima Strategic Credit Fund (the Fund) is to seek total return.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| First American Treasury Obliga | 77.79% |
| N/A | 7.74% |
| iShares iBoxx $ High Yield Cor | 4.25% |
| U.S. Bank Money Market Deposit Account | 0.66% |
More on OPTCX.
- OPTCX overview
- OPTCX holdings
- OPTCX risk
- OPTCX costs
- OPTCX money in and out
- OPTCX share classes
- Compare OPTCX with other funds
Returns after fees, from the fund's SEC filings up to Nov 2025. Past returns are not a promise. Not financial advice.