Send me a link:

*Text messaging rates may apply.

 Dow Down 0.87% Nasdaq Down 0.70%

Optimum Small-Mid Cap Growth B (OBSGX)

13.82 0.00(0.00%) Jul 24
Prev Close:13.82
YTD Return*:2.66%
Net Assets*:503.48M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for OBSGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CAR1.2349.70
AME1.160.51
WWWW1.11-8.62
MOG.A1.118.20
NDSN1.068.96

Fund Basics

Morningstar Overall Rating:
Total Assets:503.48M
Category:Small Growth
Annual Report Expense Ratio (net):1.70%

Performance & Risk

YTD Return:2.66%
5y Avg Return:19.06%
Rank in Category (ytd):27
% Rank in Category (ytd):3.66%
Beta (3y):1.26
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of small-and mid-market capitalization companies. 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. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback