Nasdaq - Delayed Quote USD
Optimum Small-Mid Cap Growth A (OASGX)
10.04
-0.07
(-0.69%)
At close: 8:06:47 AM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Pershing FundCenter
- Shareholders Services Group
- JPMorgan
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Institutional FundsNetwork
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- Ameriprise SPS Advantage
- Raymond James
- Commonwealth Universe
- DailyAccess Corporation FRIAG
- Trade PMR NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- NYLIM 401(k) Complete
- HD Vest - Vest Advisor
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Institutional NTF
- Waddell & Reed Choice MAP Flex
- ING Financial Partners Inc.
- Securities America Inc.
- PAS
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Lincoln Investment Planning
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Avantax
Fund Summary
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.
Fund Overview
| Category | Small Growth |
| Fund Family | Delaware Funds by Macquarie |
| Net Assets | 648.96M |
| YTD Return | -12.68% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Aug 01, 2003 |
Performance & Risk
| YTD Return | -14.55% |
| 5y Average Return | 8.57% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
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