OCIO Fund Comparisons

OCIO is shown with FundQuant's current comparable-fund evidence. Current comparable funds include GAIOX, DECZ, JENHX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
OCIO
Name
ClearShares OCIO ETF
Type
1940 Act ETF
Originator
Clearshares
Asset class
fixed_income
Net expense ratio
0.65%
AUM
$167.7M

Comparable Funds

FundQuant reviewed 1,964 active searchable funds, 559 ETFs, 1,397 mutual funds and returned 3 comparable funds for OCIO.

  1. GAIOX - American Funds Growth and Income Portfolio (Mutual Fund; Capital Group / American Funds; fixed_income; Strong Fit; fit score 79)
  2. DECZ - TrueShares Structured Outcome (December) ETF (1940 Act ETF; Trueshares; fixed_income; Strong Fit; fit score 81)
  3. JENHX - Johnson Enhanced Return Fund (Mutual Fund; Johnson; fixed_income; Strong Fit; fit score 74)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/OCIO/comps