Optimum Small-mid is trading at 10.74 as of the 20th of July 2025; that is 0.28 percent decrease since the beginning of the trading day. The fund's open price was 10.77. Optimum Small-mid has less than a 16 % 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 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
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 . Optimum Small is traded on NASDAQ Exchange in the United States. More on Optimum Small Mid Cap
Optimum Small Mid Cap [OCSVX] is traded in USA and was established 20th of July 2025. Optimum Small-mid is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Small Value category and is part of Delaware Funds by Macquarie family. This fund now has accumulated 559.56 M in assets with no minimum investment requirementsOptimum Small Mid is currently producing year-to-date (YTD) return of 2.02% with the current yeild of 0.0%, while the total return for the last 3 years was 6.75%.
Check Optimum Small-mid Probability Of Bankruptcy
Instrument Allocation
Top Optimum Small Mid Cap Mutual Fund Constituents
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.