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 2.24%, holding 191 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2003-08-01.

OCSGX performance shows a YTD return of 11.11%. The 1-year return is 21.87% and the 5-year return is 2.60%. OCSGX dividend yield stands at 5.05%, paid annually.

OCSGX top holdings include Hinge Health Inc (1.6%), Allegiant Travel Co Common Stock Usd 0.001 (1.6%), I D E X Corporation (1.5%), Applied Industrial Technologies Inc (1.4%), Littelfuse Inc (1.3%). 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.