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.
- 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.