Funds holding the stock

Sorted by market value, the list below shows funds with OptimizeRx Corporation stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.

Symbol	Mkt value	Weight	Issuer	Management style	Focus	Expense ratio	AUM	Price	Chg %	Rel vol	NAV total return 3Y
EGIF Exemplar Growth & Income Fund	735.23 K USD	0.27%	Arrow Capital Management LLC	Active	Target outcome	1.49%	1.81 M USD	28.14 CAD	−0.39%	0.00	+54.92%
DFSV Dimensional US Small Cap Value ETF	504.02 K USD	0.01%	Dimensional Holdings, Inc.	Active	Small cap	0.30%	8.11 B USD	39.53 USD	+0.76%	0.96	+31.32%
VVLU Vanguard Global Value Equity Active ETF	381.86 K USD	0.04%	The Vanguard Group, Inc.	Active	Total market	0.28%	—	79.28 AUD	−0.63%	0.41	+61.91%
IWC iShares Microcap ETF	344.87 K USD	0.02%	BlackRock, Inc.	Passive	Micro cap	0.60%	1.44 B USD	187.19 USD	−0.72%	1.15	+70.96%
VMO Vanguard Global Momentum Factor ETF	136.08 K USD	0.06%	The Vanguard Group, Inc.	Active	Total market	0.44%	348.07 M USD	93.14 CAD	−1.95%	0.48	+107.63%
EES WisdomTree U.S. SmallCap Fund	82.52 K USD	0.01%	WisdomTree, Inc.	Passive	Small cap	0.38%	714.47 M USD	67.24 USD	+0.33%	1.04	+46.88%
SQLV Royce Quant Small-Cap Quality Value ETF	70.94 K USD	0.25%	Franklin Resources, Inc.	Active	Small cap	0.60%	28.48 M USD	52.21 USD	+0.91%	0.19	+40.18%
FOHW Franklin Future Of Health And Wellness Ucits ETF AccumUSD	9.19 K USD	0.32%	Franklin Resources, Inc.	Passive	Health care	0.30%	—	25.095 EUR	+1.39%	0.15	+1.16%
FGSM Fidelity Global Small-Mid Cap Equity Fund ETF Series units Trust Units	4.36 K USD	0.03%	FMR LLC	Active	Extended market	1.24%	907.01 K USD	11.06 CAD	+0.09%	0.00	—
TGAF Tralucent Global Alt (Long/Short) Equity Fund Trust Unit E	1.16 K USD	0.00%	Tralucent Asset Management, Inc.	Active	Long/short	1.19%	24.62 M USD	27.99 CAD	+0.57%	4.23	+15.52%

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