OCSVX Mutual Fund

OCSVX Mutual Fund (Optimum Small-Mid Cap Value Fund Class C) is managed by Nomura Asset Management Co Ltd with $8.7M in net assets. OCSVX expense ratio is 2.23%, holding 272 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2003-08-01.

OCSVX performance shows a YTD return of 11.03%. The 1-year return is 13.29% and the 5-year return is 4.86%. OCSVX dividend yield stands at 0.34%.

OCSVX top holdings include Chesapeake Utilities Corp (2.1%), South State Corp (2.0%), Pinnacle Financial Partners Inc (1.7%), US Foods Holding Corp (1.5%), Wyndham Hotels & Resorts Inc (1.5%). Go to all OCSVX holdings, OCSVX sectors, or OCSVX dividends.

OCSVX can be compared against other funds. Use OCSVX overlap to find shared positions, or OCSVX vs another fund for a side-by-side view. OCSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.