Optimum Small-mid Mutual Fund Money Managers
OASVX Fund | USD 15.47 0.02 0.13% |
Break down of Optimum Small-mid's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Optimum Small-mid's future under-performance.
Optimum |
Symbol | OASVX |
Name | Optimum Small Mid Cap |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Optimum Small Mid Cap Leadership is currently not available.
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Optimum Small-mid Net Asset Comparison
Optimum Small Mid Cap is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 1.75 Billion. Optimum Small-mid totals roughly 559.56 Million in net asset claiming about 32% of funds listed under Small Value category.
Optimum Small Mid Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Optimum Small Mid Price Series Summation is a cross summation of Optimum Small-mid price series and its benchmark/peer.
About Optimum Small-mid Management Performance
The success or failure of an entity such as Optimum Small Mid often depends on how effective the management is. Optimum Small-mid management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Optimum management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Optimum management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-market capitalization companies . For purposes of this fund, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000 Value Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap Value Index.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Optimum Mutual Fund
Optimum Small-mid financial ratios help investors to determine whether Optimum Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Optimum with respect to the benefits of owning Optimum Small-mid security.
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