Optimum Small-mid is trading at 6.90 as of the 23rd of July 2025; that is 1.02 percent increase since the beginning of the trading day. The fund's open price was 6.83. Optimum Small-mid has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
Under normal circumstances, the fund invests 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 . Optimum Small is traded on NASDAQ Exchange in the United States. More on Optimum Small Mid Cap
Optimum Small Mid Cap [OCSGX] is traded in USA and was established 23rd of July 2025. The fund is listed under Small Growth category and is part of Delaware Funds by Macquarie family. This fund now has accumulated 564.02 M in assets with no minimum investment requirementsOptimum Small Mid is currently producing year-to-date (YTD) return of 2.17%, while the total return for the last 3 years was 5.06%.
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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.