Optimum Small-Mid Cap Value Fund (OISVX)
Stock analysis · NASDAQ · Financial Services · Asset Management
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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Proprietary Signals
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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