OISGX Mutual Fund

OISGX Mutual Fund (Optimum Small-Mid Cap Growth Fund Class I) is managed by Nomura Asset Management Co Ltd with $493.1M in net assets. OISGX expense ratio is 1.24%, holding 191 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2003-08-01.

OISGX performance shows a YTD return of 11.80%. The 1-year return is 23.13% and the 5-year return is 3.64%. OISGX dividend yield stands at 2.37%, paid annually.

OISGX top holdings include Macom Technology Solutions Holdings, Inc. (1.8%), Knight-Swift Transportation Holdings Inc (1.8%), Comfort Systems USA Inc. (1.5%), Applied Industrial Technologies Inc (1.4%), Cava Group, Inc. (1.3%). Go to all OISGX holdings, OISGX sectors, or OISGX dividends.

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