Optimum Small-Mid Cap Value B (OBSVX)
* As of 31-Mar-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:||24.68%|
|Rank in Category (ytd):||66|
|% Rank in Category (ytd):||16.92%|
|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