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OCSVX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
652.95M

OCSVX Optimum Small-Mid Cap Value C Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital. Under normal circumstances, the fund will invest 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 ® Value Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap® Value Index.

Market Cap

The average market capitalization across the Optimum Small-Mid Cap Value C MF is 4.87B. The market cap for tickers in the group ranges from 2.8B to 12.11B. GLPI holds the highest valuation in this group at 12.11B. The lowest valued company is SPB at 2.8B.

Volume

The average weekly volume growth across all stocks in the Optimum Small-Mid Cap Value C MF was 8%. For the same stocks of the MF, the average monthly volume growth was 68% and the average quarterly volume growth was -12%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 47
Price Growth Rating: 63
SMR Rating: 56
Profit Risk Rating: 70
Seasonality Score: -43 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, OCSVX has been closely correlated with WCMFX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if OCSVX jumps, then WCMFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OCSVX
1D Price
Change %
OCSVX100%
-0.30%
WCMFX - OCSVX
83%
Closely correlated
-0.36%
WCMJX - OCSVX
82%
Closely correlated
-0.36%
VSIIX - OCSVX
82%
Closely correlated
-0.31%
VSIAX - OCSVX
82%
Closely correlated
-0.33%
VISVX - OCSVX
81%
Closely correlated
-0.34%
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