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Optimum Small-mid Cap Value Fund Institutional Class (OISVX)

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14.64 +0.02 +0.14%

00:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 687.05M

Type: Fund

Market: United States

Issuer: Delaware Funds by Macquarie

Asset Class: Equity

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OISVX Overview

Find basic information about the Optimum Small-mid Cap Value 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 OISVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change3.03%

Prev. Close14.62

Risk Rating

TTM Yield0.92%

ROE15.18%

IssuerDelaware Funds by Macquarie

Turnover68%

ROA4.49%

Inception Date37834

Total Assets687.05M

Expenses1.17%

Min. InvestmentN/A

Market Cap7.32B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1036	1040	1159	1120	1477	1784
Fund Return	3.55%	4.01%	15.93%	3.86%	8.11%	5.96%
Place in category	86	242	235	415	379	335
% in Category	18	52	44	89	87	97

Top Equity Funds by Delaware Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Delaware Small Cap Core I	5.69B	4.24	5.97	9.25
Delaware Emerging Markets Instl	2.84B	5.40	-1.38	5.68
Delaware Small Cap Value Instl	2.51B	4.37	5.12	8.53
Optimum Large Cap Growth Instl	2.1B	1.80	11.39	14.01
Optimum Large Cap Value Instl	1.85B	4.31	7.85	9.06

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	21.55B	3.62	8.63	9.43
DFA US Small Cap Value I	16.65B	2.93	10.04	9.48
DFA US Targeted Value I	13.6B	3.20	9.84	9.99
Vanguard Small Cap Value Index I	6.43B	3.61	8.64	9.44
Invesco SmallCapValue Y	4.18B	4.33	19.01	13.16

Top Holdings

Name	ISIN	Weight %	Last	Change %
NiSource	US65473P1057	1.72	38.71	+0.73%
Brixmor Property	US11120U1051	1.70	27.26	+0.18%
Camden Property	US1331311027	1.58	118.86	-0.81%
Boise Cascad Llc	US09739D1000	1.56	119.76	-2.89%
US Foods	US9120081099	1.52	69.86	+0.24%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Optimum Small-Mid.	14.64	+0.02	+0.14%