OASGX Mutual Fund

OASGX Mutual Fund (Optimum Small-Mid Cap Growth Fund Class A) is managed by Nomura Asset Management Co Ltd. OASGX expense ratio is 1.44%, holding 214 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2003-08-01.

OASGX performance shows a YTD return of 12.94%. The 1-year return is 18.31% and the 5-year return is 3.07%. OASGX dividend yield stands at 2.87%, paid annually.

OASGX top holdings include I D E X Corporation (1.7%), Applied Industrial Technologies Inc (1.5%), Permian Resource (1.5%), Wsfs Financial Corp Common Stock (1.4%), Littelfuse Inc (1.4%). Go to all OASGX holdings, OASGX sectors, or OASGX dividends.

OASGX can be compared against other funds. Use OASGX overlap to find shared positions, or OASGX vs another fund for a side-by-side view. OASGX alternatives are available via the screener, along with tax-loss harvesting opportunities.