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.
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.
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)