Optimum Small-Mid Cap Value Fund (OISVX) Research
Generally, the fund commits a minimum of 80% of its total assets, including any funds borrowed for investment purposes, to the securities of small and medium-sized companies. This fundamental approach is referred to as its 80% policy. For the purposes of this fund's strategy, small-capitalization companies are defined as those with market values consistent with the companies found in the Russell 2000® Value Index, while mid-capitalization companies possess market values similar to the businesses within the Russell Midcap® Value Index.
Market snapshot
- Symbol
- OISVX
- Price
- $16.08
- Day change
- +1.07%
- Market cap
- $647.1M
- 52-week range
- 13.48-16.18
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon International Equity Fund (AAIEX)
- Fidelity International Sustainability Index Fund (FNIDX)
- GuideMark Large Cap Core Fund (GMLGX)
- Aberdeen India Fund, Inc. (IFN)
- LSV Small Cap Value Fund (LVAQX)
- Meridian Contrarian Fund (MFCAX)
- Marsico Midcap Growth Focus Fund (MXXIX)
- Nuveen Municipal Credit Opportunities Fund (NMCO)
Open Optimum Small-Mid Cap Value Fund (OISVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.