Optimum Small Cap Growth Fund Class I (OISGX) Research
The fund typically allocates a minimum of 80% of its combined net assets and any capital borrowed for investment purposes to equities issued by companies with small or medium market capitalizations, a principle known as its 80% policy. For this fund's investment strategy, small-capitalization companies are characterized by market values similar to those found in the Russell 2000® Growth Index, while mid-capitalization companies possess market values comparable to firms within the Russell Midcap® Growth Index.
Market snapshot
- Symbol
- OISGX
- Price
- $17.89
- Day change
- +2.35%
- Market cap
- $560.1M
- 52-week range
- 13.34-17.89
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Buffalo Small Cap Fund Inc. (BUFSX)
- Duff & Phelps Utility and Infrastructure Fund Inc. (DPG)
- Huber Select Large Cap Value Fund Institutional Class (HULEX)
- Manning & Napier Fd, Pro-Blend Maximum Term Srs, Cl I (MNHIX)
- Columbia Large Cap Enhanced Core Fund Class A (NMIAX)
- Neuberger Energy Infrastructure and Income Fund Inc. (NML)
- VistaShares Target 15 Berkshire Select Income ETF (OMAH)
- T. Rowe Price Intl Disciplined Eq Inv (PRCNX)
Open Optimum Small Cap Growth Fund Class I (OISGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.