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 Industrials, Information Technology, Health Care. Inception date: 2003-08-01.

OCSGX performance shows a YTD return of 12.24%. The 1-year return is 17.44% and the 5-year return is 2.29%. OCSGX dividend yield stands at 5.05%, paid annually.

OCSGX 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%), Allegiant Travel Co Common Stock Usd 0.001 (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.