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OCSGX Optimum Small-Mid Cap Growth C Forecast, Technical & Fundamental Analysis

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

Category: #Small Growth
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-market capitalization companies (80% policy). For purposes of this fund, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000® Growth Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap® Growth Index.

Market Cap

The average market capitalization across the Optimum Small-Mid Cap Growth C MF is 27.54B. The market cap for tickers in the group ranges from 3.76B to 112.17B. HWM holds the highest valuation in this group at 112.17B. The lowest valued company is ELF at 3.76B.

Volume

The average weekly volume growth across all stocks in the Optimum Small-Mid Cap Growth C MF was 57%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 71
P/E Growth Rating: 39
Price Growth Rating: 45
SMR Rating: 73
Profit Risk Rating: 50
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Details
Category
Small Growth
Address
Optimum Fund Trust2005 Market StreetPhiladelphia
Phone
N/A
Web
www.optimummutualfunds.com
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OCSGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OCSGX has been closely correlated with VSGIX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if OCSGX jumps, then VSGIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OCSGX
1D Price
Change %
OCSGX100%
+2.33%
VSGIX - OCSGX
95%
Closely correlated
+2.00%
VSGAX - OCSGX
95%
Closely correlated
+1.99%
VISGX - OCSGX
95%
Closely correlated
+2.00%
VEXPX - OCSGX
88%
Closely correlated
+1.99%
VEXRX - OCSGX
88%
Closely correlated
+2.00%
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Optimum Small-Mid Cap Growth C (OCSGX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com