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Optimum Small-mid Cap Growth Fund Institutional Class (OISGX)

US Funds

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13.33 +0.16 +1.21%

16/05 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 668.03M

Type: Fund

Market: United States

Issuer: Delaware Funds by Macquarie

Asset Class: Equity

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OISGX Overview

Find basic information about the Optimum Small-mid Cap Growth 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 OISGX 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 - 2.23%

Prev. Close13.17

Risk Rating

TTM Yield0%

ROE7.95%

IssuerDelaware Funds by Macquarie

Turnover64%

ROA - 0.15%

Inception Date37834

Total Assets668.03M

Expenses1.27%

Min. InvestmentN/A

Market Cap5.96B

CategorySmall Growth

What is your sentiment on Optimum Small-Mid Cap Growth Instl?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	855	815	951	1015	1528	2102
Fund Return	-14.5%	-18.51%	-4.86%	0.5%	8.84%	7.71%
Place in category	479	509	504	453	208	158
% in Category	85	92	91	85	48	47

Top Equity Funds by Delaware Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Delaware Small Cap Core I	5.33B	-11.48	2.70	7.09
Delaware Emerging Markets Instl	2.89B	3.39	4.53	4.81
Delaware Small Cap Value Instl	2.31B	-8.70	2.70	6.49
Optimum Large Cap Growth Instl	1.88B	-9.37	13.76	12.04
Optimum Large Cap Value Instl	1.78B	-1.08	7.87	7.89

Top Funds for Small Growth Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Explorer Adm	16.56B	-10.62	3.46	8.50
Vanguard Small Cap Growth Index Adm	12.66B	-11.17	4.69	7.38
Neuberger Berman Genesis R6	4.35B	-10.64	4.18	8.33
T. Rowe Price Instl Small-Cap Stock	4.24B	-7.07	4.92	8.88
T. Rowe Price QM US Small-Cap Gr Eq	4.26B	-7.75	7.16	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
Gulfport Energy Operating	US4026355028	1.63	196.30	-0.27%
TKO Holdings	US87256C1018	1.61	163.48	+1.25%
BJs Wholesale Club	US05550J1016	1.59	116.38	+4.48%
WR Berkley	US0844231029	1.44	73.28	+0.80%
Insmed	US4576693075	1.35	68.12	+1.34%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Optimum Small-Mid.	13.33	+0.16	+1.21%