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

US Funds

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13.68 +0.15 +1.11%

01:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 641.5M

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 Change - 6.75%

Prev. Close13.53

Risk Rating

TTM Yield0.96%

ROE15.02%

IssuerDelaware Funds by Macquarie

Turnover68%

ROA4.43%

Inception Date37834

Total Assets641.5M

Expenses1.17%

Min. InvestmentN/A

Market Cap6.83B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	994	918	1078	1062	1594	1614
Fund Return	-0.63%	-8.2%	7.76%	2.04%	9.78%	4.9%
Place in category	150	148	233	395	365	339
% in Category	27	33	44	86	84	96

Top Equity Funds by Delaware Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Delaware Small Cap Core I	5.38B	-1.81	3.45	7.99
Delaware Emerging Markets Instl	2.8B	3.93	0.73	5.38
Delaware Small Cap Value Instl	2.31B	-0.34	2.63	7.33
Optimum Large Cap Growth Instl	1.86B	-2.37	11.73	12.81
Optimum Large Cap Value Instl	1.8B	4.85	8.67	8.46

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	20.62B	-0.25	6.65	8.40
DFA US Small Cap Value I	15.1B	-2.49	7.35	8.27
DFA US Targeted Value I	12.56B	-1.57	7.25	8.72
Vanguard Small Cap Value Index I	6.03B	-0.25	6.66	8.41
Invesco SmallCapValue Y	3.98B	-0.23	14.87	11.58

Top Holdings

Name	ISIN	Weight %	Last	Change %
Brixmor Property	US11120U1051	1.66	25.96	-0.23%
NiSource	US65473P1057	1.65	39.41	+0.33%
Kemper	US4884011002	1.58	67.39	+0.21%
US Foods	US9120081099	1.48	63.92	-1.78%
Reliance Steel&Aluminum	US7595091023	1.47	282.13	-0.33%

Technical Summary

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

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