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Optimum Small-Mid Cap Growth A OASGX

Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 10.06  /  1.08 %
  • Total Assets 526.2 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.540%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 98%

Morningstar’s Analysis OASGX

Will OASGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Optimum Small-Mid Cap Growth A's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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