Optimum Small-Mid Cap Value B (OBSVX)
13.88 0.17(1.24%) Dec 6
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for OBSVX at this time.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||2.37%|
Performance & Risk
|5y Avg Return:||20.71%|
|Rank in Category (ytd):||80|
|% Rank in Category (ytd):||21.56%|
|Morningstar Risk Rating:||3|
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 2000Â® Value Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell MidcapÂ® Value Index. View More