- What are the top holdings of OISGX?
- Optimum Small-Mid Cap Growth Instl holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does OISGX have?
- OISGX holds — positions as reported by the fund's most recent disclosure.
- What sectors does OISGX invest in?
- Optimum Small-Mid Cap Growth Instl (OISGX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is OISGX most exposed to?
- OISGX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is OISGX a US-only fund?
- The country allocation card on this page shows OISGX'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 OISGX invest in?
- Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-market capitalization companies (80% policy). For purposes of this fund, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000® Growth Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap® Growth Index.
