Nasdaq - Delayed Quote • USD
Optimum Small-Mid Cap Growth C (OCSGX)
As of 8:06 AM EDT. Market Open.
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6.60 - YTD Return 7.03%
- Expense Ratio 1.55%
- Category Small Growth
- Last Cap Gain 6.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 719.99M
- Beta (5Y Monthly) 1.01
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 132.00%
- Last Dividend --
- Inception Date Aug 1, 2003
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.
Delaware Funds by Macquarie
Fund Family
Small Growth
Fund Category
719.99M
Net Assets
2003-08-01
Inception Date
Performance Overview: OCSGX
Trailing returns as of 6/13/2024. Category is Small Growth.
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OASGX Optimum Small-Mid Cap Growth A
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OISGX Optimum Small-Mid Cap Growth Instl
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OALGX Optimum Large Cap Growth A
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ODICX Invesco Discovery C
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OISVX Optimum Small-Mid Cap Value Instl
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ODINX Invesco Discovery R
79.72
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20.22
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6.69
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OALVX Optimum Large Cap Value A
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OAIEX Optimum International A
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Holdings: OCSGX
Top 10 Holdings (12.87% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorOCSGX
Technology 23.40%
Healthcare 20.87%
Industrials 16.88%
Consumer Cyclical 12.93%
Financial Services 10.27%
Consumer Defensive 5.49%
Basic Materials 5.14%
Energy 3.16%
Real Estate 1.61%
Communication Services 0.25%
Utilities 0.00%
Recent News: OCSGX
Research Reports: OCSGX
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