Optimum Small-mid is trading at 14.25 as of the 20th of July 2025; that is 0.28 percent down since the beginning of the trading day. The fund's open price was 14.29. Optimum Small-mid has less than a 9 % chance of experiencing financial distress in the next few years 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 . 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.. More on Optimum Small Mid Cap
Optimum Small Mid Cap [OISVX] 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 2.16% with the current yeild of 0.01%, while the total return for the last 3 years was 7.42%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Optimum Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Optimum Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Optimum Small Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
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.