Optimum Small Mid Cap Fund Analysis

Optimum Mutual Fund Analysis Notes

The fund generated returns of 8.0% over the last ten years. Optimum Small Mid maintains 97.98% of assets in stocks. Large To find out more about Optimum Small Mid Cap contact the company at 800-914-0278.

Optimum Small Mid Investment Alerts

Optimum Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Optimum Small-mid's market, we take the total number of its shares issued and multiply it by Optimum Small-mid's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Optimum Small Mid Cap Mutual Fund Constituents

Technical Drivers

As of the 13th of November 2025, Optimum Small-mid holds the Coefficient Of Variation of 1115.38, risk adjusted performance of 0.0597, and Semi Deviation of 1.0. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Optimum Small-mid, as well as the relationship between them.

Optimum Small Mid Price Movement Analysis

Optimum Small-mid Outstanding Bonds

Optimum Small-mid Predictive Daily Indicators

Optimum Small-mid Forecast Models

Optimum Small-mid's time-series forecasting models are one of many Optimum Small-mid's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Optimum Small-mid's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Optimum Small-mid prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Optimum shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Optimum Small-mid. By using and applying Optimum Mutual Fund analysis, traders can create a robust methodology for identifying Optimum entry and exit points for their positions.

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.