Optimum Fixed Income Instl

Frequently Asked Questions About OIFIX

What are the top holdings of OIFIX?

A machine-readable holdings disclosure for Optimum Fixed Income Instl (OIFIX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does OIFIX invest in?

Optimum Fixed Income Instl (OIFIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is OIFIX most exposed to?

OIFIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is OIFIX a US-only fund?

The country allocation card on this page shows OIFIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does OIFIX invest in?

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.