Optimum Small-Mid Cap Value Fund (OISVX)
Optimum Small-Mid Cap Value Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Philadelphia, PA, US. The stock last traded at $16.92, up 0.30% on the session, giving a market capitalisation of $680.9M. Its beta of 1.04 implies it has historically moved more than the broad market.
Generally, the fund commits a minimum of 80% of its total assets, including any funds borrowed for investment purposes, to the securities of small and medium-sized companies. This fundamental approach is referred to as its 80% policy. For the purposes of this fund's strategy, small-capitalization companies are defined as those with market values consistent with the companies found in the Russell 2000® Value Index, while mid-capitalization companies possess market values similar to the businesses within the Russell Midcap® Value Index.
Optimum Small-Mid Cap Value Fund is most often compared with the following Financial Services names: