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Optimum Small-Mid Cap Value Fund (OISVX)

Stock analysis · NASDAQ · Financial Services · Asset Management

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$16.44

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Market Cap
$661.63M
PE (TTM)
N/A
EPS (TTM)
N/A
Dividend Yield
N/A
Beta
1.06
Day Range
$16.44 – $16.53
52-wk Range
$13.61 – $17.14
Avg Volume
N/A
Volume
0.00

Optimum Small-Mid Cap Value Fund (OISVX) is a publicly traded company in the Financial Services sector. Latest price: $16.44. Market cap $661.63M. Sign in to Stocks360 for full DCF valuation, fundamentals, technicals, and AI-driven analysis.

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1-Year Price

2025-10-31 · $14.20 2026-10-30 · $16.44 (+15.77%)

Proprietary Signals

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About Optimum Small-Mid Cap Value Fund

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.

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