OCSGX Mutual Fund

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 2.19%, holding 214 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2003-08-01.

OCSGX performance shows a YTD return of 8.62%. The 1-year return is 13.67% and the 5-year return is 2.29%.

OCSGX top holdings include Idex Corp Common Stock Usd 0.01 (1.7%), Permian Resource (1.6%), Applied Industrial Technologies Inc (1.4%), Novanta Inc. Common Stock (1.4%), Wsfs Financial Corp Common Stock (1.4%). Go to all OCSGX holdings, OCSGX sectors, or OCSGX dividends.

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