OISGX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Optimum Small-Mid Cap Growth Instl (OISGX) Ownership - Who owns Optimum Small-Mid Cap Growth Instl?

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

Category: #Small Growth

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

OISGX

Net Assets

671M

Fund Existence

over 21 years

Turnover

132.00

Total Expense Ratio

1.24

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Small Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.41

Assets in Top Ten Holdings

89.5M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

665M

Fund Type

OpenEnd

Index Fund

Management Fee

1.03

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

193.00

Number of Net Holdings

193.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

14.02%

Gain YTD

-9.641

Annual Yield % from dividends

0.00

Returns for 1 year

-5.10

Returns for 3 years

-4.25

Returns for 5 years

-3.17

Returns for 10 years

-18.48

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General Information

Category SmallGrowth

Profile

Fundamentals

Details