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Optimum Small-Mid Cap Value A OASVX

Quantitative rating as of
  • NAV / 1-Day Return 12.91  /  0.70 %
  • Total Assets 661.9 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.430%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.88%
  • Turnover 17%

Morningstar’s Analysis OASVX

Will OASVX outperform in future?

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

Summary

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Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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