Optimum Small-Mid Cap Value B (OBSVX)
* As of 28-Feb-14
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:||26.67%|
|Rank in Category (ytd):||35|
|% Rank in Category (ytd):||8.88%|
|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