OCSGX Mutual Fund
OCSGX Mutual Fund
Optimum Small-Mid Cap Growth Fund Class C
OCSGX Mutual Fund Overview
OCSGX Mutual Fund (Optimum Small-Mid Cap Growth Fund Class C) is managed by Nomura Asset Management Co Ltd with $735.9M in net assets. OCSGX expense ratio is 2.24%, holding 191 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2003-08-01.
OCSGX performance shows a YTD return of 18.92%. The 1-year return is 34.05% and the 5-year return is 3.90%. OCSGX dividend yield stands at 4.71%, paid annually.
OCSGX top holdings include Macom Technology Solutions Holdings (1.8%), Knight-Swift Transportation Holdings Inc|1095 (1.8%), Comfort Systems USA Inc. (1.5%), Applied Industrial Technologies Inc_None_0 (1.4%), Cava Group, Inc. (1.3%). View all OCSGX holdings, sector breakdown, or dividend history.
OCSGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OCSGX alternatives are available via the screener, along with tax-loss harvesting opportunities.