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OISGX Optimum Small-Mid Cap Growth Instl Forecast, Technical & Fundamental Analysis

Category SmallGrowth
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 Instl MF is 18.21B. The market cap for tickers in the group ranges from 4.52B to 46.14B. HWM holds the highest valuation in this group at 46.14B. The lowest valued company is PFSI at 4.52B.

Volume

The average weekly volume growth across all stocks in the Optimum Small-Mid Cap Growth Instl MF was 61%. For the same stocks of the MF, the average monthly volume growth was 85% and the average quarterly volume growth was 76%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 51
Price Growth Rating: 42
SMR Rating: 69
Profit Risk Rating: 27
Seasonality Score: 38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Optimum Fund Trust2005 Market StreetPhiladelphia
Phone
N/A
Web
www.optimummutualfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NRDGX22.280.08
+0.36%
Neuberger Berman Dividend Growth R6
IAUYX28.520.09
+0.32%
Invesco Dividend Income Y
REREX57.020.12
+0.21%
American Funds Europacific Growth R4
GSSQX73.20N/A
N/A
Goldman Sachs US Equity Insights A
ASIAX30.52-0.17
-0.55%
Invesco EQV Asia Pacific Equity A

OISGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OISGX has been closely correlated with VSGAX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if OISGX jumps, then VSGAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OISGX
1D Price
Change %
OISGX100%
+1.27%
VSGAX - OISGX
98%
Closely correlated
+1.37%
VISGX - OISGX
98%
Closely correlated
+1.37%
VSGIX - OISGX
98%
Closely correlated
+1.38%
VEXPX - OISGX
98%
Closely correlated
+0.96%
VEXRX - OISGX
97%
Closely correlated
+0.96%
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