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Optimum Fixed Income Fund Institutional Class (OIFIX)

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7.99 0.00    0%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.62B
Type:  Fund
Market:  United States
Issuer:  Delaware Funds by Macquarie
Asset Class:  Bond
Optimum Fixed Income Instl 7.99 0.00 0%

OIFIX Overview

 
Find basic information about the Optimum Fixed Income Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OIFIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 2.2%
Prev. Close7.99
Risk Rating
TTM Yield3.13%
ROE50.56%
IssuerDelaware Funds by Macquarie
Turnover212%
ROA - 13.38%
Inception Date37834
Total Assets2.62B
Expenses0.79%
Min. InvestmentN/A
Market Cap1.13B
CategoryIntermediate Core - Plus Bond
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1033 1000 1075 940 1010 1160
Fund Return 3.29% 0% 7.5% -2.02% 0.19% 1.5%
Place in category 438 303 392 341 307 222
% in Category 79 55 70 74 67 69

Top Bond Funds by Delaware Funds by Macquarie

  Name Rating Total Assets YTD% 3Y% 10Y%
  Delaware National Hi-Yld Muni Bd In 2.72B 7.26 0.19 4.13
  Delaware Diversified Income Instl 2.04B 3.93 -1.47 2.11
  Delaware Corporate Bond Inst 821.19M 4.66 -2.09 2.54
  Delaware National Hi-Yld Muni Bd A 721.56M 7.04 -0.07 3.87
  Delaware Diversified Income A 537.98M 3.56 -1.72 1.84

Top Funds for Intermediate Core-Plus Bond Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Income 73.65B 4.23 0.07 2.64
  Strategic Advisers Core Income 42.91B 3.82 -1.77 2.03
  Bridge Builder Core Plus Bond 36.75B 3.99 -1.07 -
  PIMCO Total Return Instl 35.63B 4.36 -1.61 1.85
  Baird Core Plus Bond Inst 34.92B 4.05 -1.07 2.30

Top Holdings

Name ISIN Weight % Last Change %
Federal National Mortgage Association 4.5% - 4.95 - -
Federal National Mortgage Association 5% - 3.04 - -
Federal National Mortgage Association 5.5% - 2.78 - -
Federal National Mortgage Association 4% - 1.85 - -
Federal National Mortgage Association 3.5% - 1.83 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Strong Sell
Technical Indicators Sell Strong Sell Neutral
Summary Strong Sell Strong Sell Sell
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