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 1.19%, holding 214 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2003-08-01.

OISGX performance shows a YTD return of 13.05%. The 1-year return is 18.64% and the 5-year return is 3.33%. OISGX dividend yield stands at 2.35%, paid annually.

OISGX 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 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.