Optimum Small-Mid Cap Growth Fund

100 Independence,610 Market Street
Philadelphia , PA, 19106

Rank

Rank Universe

Summary

The fund’s two subadvisors seek investments in small and md-sized companies in the United States.

Columbus Circle Investors looks for companies that have attractive with earnings momentum and builds portfolio with the ability to generate returns better than the Russell 2500 Growth Index. The subadvisor relies on company and industry research and develops a deeper understanding of company’s earnings growth and its drivers.  The research team looks for positive earnings momentum that is likely to sustain.

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Directors

Jun 14, 2023
  • Robert Pettman
  • Pamela J. Moret
  • Kevin G. Chavers
  • Robert J. Christian
  • Robert A. Rudell
  • Mark K. Hancock
  • Dianna Gonzales-Burdin
  • Durant A. Hunter
  • Susan M. Stalnecker
  • Brett D. Wright
  • Stephen P. Mullin
  • John Leonard
  • Edward Ramos

Chief Compliance Officer

  • William Speacht

Fund Manager(s)

  • William Grierson
  • Paul von Kuster
  • Daniel Hagen
  • Christopher Corbett
  • Marc Shapiro
  • Samuel Smith
  • Ryan Smith

Price

  • $7.26 ( -0.06 ) Dec 13, 2024 Last Close
  • Net Assets
  • $691.2M
    Feb 27, 2024
    More
  • 52-Week High/Low
  • $0 - $0
  • Turnover
  • 111%
  • Expense Ratio
  • 2.37%

Documents

Prospectus

Annual Reports

Performance

YTD

6.5%

3 Year

-16.26%

5 Year

-27.83%

Best

36.43%

2013

Worst

-45.12%

2008

Alpha

OCSGX Russell Midcap

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