What does Optimum Small-Mid Cap Growth Instl do?

Optimum Small-Mid Cap Growth Instl (OISGX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is OISGX's market cap?

Optimum Small-Mid Cap Growth Instl (OISGX) has a market capitalization of approximately $544.4 million, as of July 23, 2026, based on the most recent share price and shares outstanding.

Does OISGX pay a dividend?

Yes — Optimum Small-Mid Cap Growth Instl (OISGX) pays a dividend irregular, with a trailing-twelve-month yield of 7.92%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

OISGX

Optimum Small-Mid Cap Growth Instl

NASDAQ·Asset Management · Financial Services

$17.39$0.18−1.02%

Market cap$544.44M·Jul 23 12:10 PM UTC

Price Chart

$17.39−$0.18 (−1.02%)today

−16.67%CAGR −3.58%

Select date range

FromTo

Jul 23, 2003Jul 23, 2021 → Jul 23, 2026· 5.0 yrsJul 23, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)9.26%

Annual Dividend (FWD)$1.61

Dividend Growth (5Y)—

Dividend Safety—

Payout Ratio30.8%

FCF Payout Ratio—

Most Recent Dividend$0.403

Ex-Dividend DateDec 10

Payment DateDec 10

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

See exactly how OISGX's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.

The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for OISGX and 80,000+ other tickers.

About Optimum Small-Mid Cap Growth Instl

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.

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: am.jpmorgan.com

Peers

Peers Tab

DPG

Duff & Phelps Utility and Infrastructure Fund Inc.

Cap

$548.1M

SPWYX

American Beacon Stephens Small Cap growth Fund Y Class

Cap

$553.5M

SPPP

Sprott Physical Platinum and Palladium Trust

Cap

$563.6M

Latest News

News Tab

No recent news available.

Frequently Asked Questions About OISGX

What does Optimum Small-Mid Cap Growth Instl do?: Optimum Small-Mid Cap Growth Instl (OISGX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is OISGX's market cap?: Optimum Small-Mid Cap Growth Instl (OISGX) has a market capitalization of approximately $544.4 million, as of July 23, 2026, based on the most recent share price and shares outstanding.
Does OISGX pay a dividend?: Yes — Optimum Small-Mid Cap Growth Instl (OISGX) pays a dividend irregular, with a trailing-twelve-month yield of 7.92%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.