DV
Dividend Vision

OPRT — Oportun Financial Corp

Oportun Financial Corp (OPRT)

Total return is -52.3% over the past 6.9 years, 240.5 points behind SPY at 188.2%. Its deepest 1-year drawdown was 41.8%.

OPRT is an equity fund that provides exposure to Oportun Financial Corp, a single-stock holding established in 2019. The fund offers no current distribution rate and carries no disclosed expense ratio or asset management data. This fund structure appeals primarily to investors seeking direct equity exposure to the company rather than those focused on dividend income or diversified portfolio strategies.

OPRT key facts

Asset type
Stock
Asset class
Equity
Inception date
09/26/2019
Last close
$7.71
Market cap
$273,402,688
Average volume
316400.0
Beta
1.234
Payout ratio
0.0
P/E ratio
16.0811
Forward P/E
5.3022
EPS
$0.37