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OASVX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Optimum Small-Mid Cap Value A (OASVX) Ownership - Who owns Optimum Small-Mid Cap Value A?

The investment seeks long-term growth of capital... Show more

Category: #Small Value

Profile

Category
Small Value
Address
Optimum Fund Trust2005 Market StreetPhiladelphia
Phone
N/A
Web
www.optimummutualfunds.com

Details

Group
Domestic Stock Funds
Category
Small Value
Total Expense Ratio
1.50
Min. Initial Investment
1000.00
Fund Existence
over 21 years
Turnover
26.00
Front Load
5.75
Net Assets
599712000.00
Manager Tenure
N/A

Fundamentals

OASVX
Net Assets
600M
Fund Existence
over 21 years
Turnover
26.00
Total Expense Ratio
1.50
Front Load
5.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.64
Assets in Top Ten Holdings
117M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
4.77M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.92
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
246.00
Number of Net Holdings
246.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.11
Weighting Top Ten Holdings
14.82%
Gain YTD
-18.921
Annual Yield % from dividends
0.73
Returns for 1 year
-21.78
Returns for 3 years
-23.91
Returns for 5 years
20.62
Returns for 10 years
-17.43
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General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Optimum Fund Trust2005 Market StreetPhiladelphia
Phone
N/A
Web
www.optimummutualfunds.com