Nasdaq - Delayed Quote USD
Optimum Fixed Income Instl (OIFIX)
8.24
-0.01
(-0.12%)
As of 8:09:20 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 2.5
- Min Initial Investment, AIP
- 2.5
- Min Subsequent Investment
- 250
- Min Subsequent Investment, IRA
- 0.25
- Min Subsequent Investment, AIP
- 0.25
Broker Availability
- Schwab Institutional
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Commonwealth Universe
- TD Ameritrade Retail
- TD Ameritrade Institutional
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities (80% policy). The adviser focuses on securities issued or guaranteed by the U.S. government or its agencies or instrumentalities, corporate debt securities, taxable and tax-exempt municipal securities, and mortgage-backed and asset-backed securities.
Fund Overview
| Category | Intermediate Core-Plus Bond |
| Fund Family | Delaware Funds by Macquarie |
| Net Assets | 2.7B |
| YTD Return | 2.87% |
| Yield | 3.86% |
| Morningstar Rating | |
| Inception Date | Aug 01, 2003 |
Performance & Risk
| YTD Return | 2.87% |
| 5y Average Return | -0.19% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
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