OCSVX Mutual Fund

OCSVX Mutual Fund (Optimum Small-Mid Cap Value Fund Class C) is managed by Nomura Asset Management Co Ltd with $8.7M in net assets. OCSVX expense ratio is 2.25%, holding 256 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2003-08-01.

OCSVX performance shows a YTD return of 19.12%. The 1-year return is 24.60% and the 5-year return is 5.28%. OCSVX dividend yield stands at 6.69%, paid annually.

OCSVX top holdings include South State Corp (1.7%), US Foods Holding Corp (1.7%), Chesapeake Utilities Corp (1.7%), Pinnacle Financial Partners Inc (1.6%), Mks Instruments Inc (1.4%). Go to all OCSVX holdings, OCSVX sectors, or OCSVX dividends.

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