OCSVX Mutual Fund (Optimum Small-Mid Cap Value Fund Class C) is managed by Nomura Asset Management Co Ltd with $8.7M in net assets. OCSVX expense ratio is 2.25%, holding 256 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2003-08-01.

OCSVX performance shows a YTD return of 17.80%. The 1-year return is 25.61% and the 5-year return is 5.07%. OCSVX dividend yield stands at 6.67%, paid annually.

OCSVX top holdings include Steel Newco Inc (1.7%), Southstate Corp (1.7%), Brixmor Property Group Inc (1.6%), Xpo Logistics Inc. (1.5%), US Foods Holding Corp (1.5%). View all OCSVX holdings, sector breakdown, or dividend history.

OCSVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OCSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.