Optimum International Fund Quote
| OCIEX Fund | USD 12.85 0.08 0.63% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Optimum International is trading at 12.85 as of the 2nd of December 2024; that is 0.63 percent increase since the beginning of the trading day. The fund's open price was 12.77. Optimum International has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Optimum International Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 and ending today, the 2nd of December 2024. Click here to learn more.
The fund invests primarily in non-U.S. securities including securities of issuers located in emerging markets, but, in any event, will invest at least 65 percent of its net assets in non-U.S. securities. The Advisor intends to invest primarily in common stocks, but it may also invest in other securities that a sub-advisor believes provide opportunities for capital growth and income, such as preferred stocks, rights and warrants, depositary receipts, participatory notes and securities convertible into common stocks.. More on Optimum International Fund
Moving together with Optimum Mutual Fund
Optimum Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 30th of September 2024 |
Optimum International Fund [OCIEX] is traded in USA and was established 2nd of December 2024. Optimum International is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Delaware Funds by Macquarie family. This fund now has accumulated 577.72 M in assets with no minimum investment requirementsOptimum International is currently producing year-to-date (YTD) return of 8.87%, while the total return for the last 3 years was -0.6%.
Check Optimum International Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Optimum Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Optimum Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Optimum International Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Optimum International Fund Mutual Fund Constituents
| ASML | ASML Holding NV | Stock | Information Technology | |
| BIDU | Baidu Inc | Stock | Communication Services | |
| CCL | Carnival | Stock | Consumer Discretionary | |
| CHKP | Check Point Software | Stock | Information Technology | |
| DNB | Dun Bradstreet Holdings | Stock | Industrials | |
| EQNR | Equinor ASA ADR | Stock | Energy | |
| ICLR | ICON PLC | Stock | Health Care | |
| NOVN | Novan Inc | Stock | Health Care |
Optimum International Risk Profiles
| Mean Deviation | 0.6109 | |||
| Semi Deviation | 0.7709 | |||
| Standard Deviation | 0.79 | |||
| Variance | 0.6241 |
Optimum International Against Markets
Other Information on Investing in Optimum Mutual Fund
Optimum International financial ratios help investors to determine whether Optimum Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Optimum with respect to the benefits of owning Optimum International security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |