OISGX Optimum Small-Mid Cap Growth Fund Institutional Class

This is an open ended mutual fund. The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-market capitalization companies (80% policy). For purposes of this fund, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000 Growth Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap Growth Index.

0.00
As of 08/04/2021


Mutual Fund Information
Sponsor:     Optimum Trust
Category1:  US Equity
Category2:  Broad market
Category3:  Small cap
Morningstar category:  Small Growth
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     08/04/2021
Market cap:     $0
Current yield:     0.00%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  
ISIN:    
Investment style: Actively managed

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