Optimum Small-Mid Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
3 3 2 1 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 118 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Delaware Investments funds

See full Small Value rankings

See more fund rankings

Performance

The fund has returned 25.27 percent over the past year, 12.94 percent over the past three years, 27.74 percent over the past five years, and 7.97 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.8%
1 Year 25.3%
3 Years (Annualized) 12.9%
5 Years (Annualized) 27.7%
10 Years (Annualized) 8.0%

See more OISVX performance

Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of small- and mid-market capitalization companies. 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® Value Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap® Value Index.

Fees

Fees are Low compared to funds in the same category.
Optimum Small-Mid Cap Value Fund has an expense ratio of 1.41 percent.

See more OISVX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more OISVX risk

See Also:

Top Delaware Investments Funds