Otis Worldwide Corporation

Frequently Asked Questions About OTIS

What does OTIS invest in?

Otis Worldwide Corporation is a global leader specializing in the manufacturing, installation, and servicing of elevators and escalators, with significant operations in the United States, China, and numerous other international markets. The company's business is organized into two primary divisions: New Equipment and Service. Its New Equipment segment is responsible for the design, fabrication, sale, and fitting of a diverse array of passenger and freight elevators, escalators, and moving walkways, catering to residential and commercial properties, as well as large-scale infrastructure endeavors. Conversely, the Service segment offers extensive maintenance, repair, and modernization services aimed at upgrading existing elevator and escalator systems. Otis maintains a substantial global service footprint, employing approximately 34,000 service technicians across roughly 1,400 branches and offices. The company, established in 1853, is headquartered in Farmington, Connecticut.

What is the expense ratio of OTIS?

An expense ratio for Otis Worldwide Corporation (OTIS) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is OTIS?

Otis Worldwide Corporation (OTIS) manages $27.38B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is OTIS actively managed or an index fund?

OTIS's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was OTIS launched?

Otis Worldwide Corporation (OTIS) launched in March 2020 and is managed by the fund issuer.

How has OTIS performed?

OTIS's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.