Optimum Mutual Fund Money Managers

OAFIX
 Fund
  

USD 8.65  0.08  0.92%   

Optimum Fixed is run by 4 fund managers with a total tenure of about 7 years, averaging roughly 1.0 years of service per executive having 0.25 employees per reported executive. Fund managers are in charge of implementing Optimum Fixed Income investing strategy and managing its portfolio trading activities. Break down of Optimum Fixed management performance can provide insight into the fund's overall performance. Note, fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Optimum Fixed Income future under-performance.
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  Paul Grillo  Executive
Fund Manager
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  Adam Brown  Executive
Fund Manager
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  Jerome Schneider  Money Manager
Fund Manager since January 16, 2015
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Optimum Fixed Net Asset Comparison

Optimum Fixed Income is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Intermediate Core-Plus Bond category is currently estimated at about 6.06 Billion. Optimum Fixed totals roughly 3.03 Billion in net asset claiming about 50% of all funds under Intermediate Core-Plus Bond category.

Optimum Fixed Income Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Optimum Fixed Income Price Series Summation is a cross summation of Optimum Fixed price series and its benchmark/peer.
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Optimum Fixed Notable Stakeholders

An Optimum Fixed stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Optimum Fixed often face trade-offs trying to please all of them. Optimum Fixed's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Optimum Fixed's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Paul Grillo - Fund ManagerProfile
Adam Brown - Fund ManagerProfile
Jerome Schneider - Fund Manager since January 16, 2015Profile
Marc Seidner - Fund ManagerProfile

About Optimum Fixed Management Performance

The success or failure of an entity such as Optimum Fixed Income often depends on how effective the management is. Optimum Fixed management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Optimum management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Optimum management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Please read more on our stock advisor page.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities . Optimum Fixed is traded on NASDAQ Exchange in the United States.
The data published in Optimum Fixed's official financial statements usually reflect Optimum Fixed's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Optimum Fixed Income. For example, before you start analyzing numbers published by Optimum accountants, it's critical to develop an understanding of what Optimum Fixed's liquidity, profitability, and earnings quality are in the context of the Delaware Funds by Macquarie space in which it operates.
Please note that past performance is not an indicator of the future performance of Optimum Fixed, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .
Please check Your Equity Center. Note that the Optimum Fixed Income information on this page should be used as a complementary analysis to other Optimum Fixed's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running Optimum Fixed Income price analysis, check to measure Optimum Fixed's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Optimum Fixed is operating at the current time. Most of Optimum Fixed's value examination focuses on studying past and present price action to predict the probability of Optimum Fixed's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Optimum Fixed's price. Additionally, you may evaluate how the addition of Optimum Fixed to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Optimum Fixed's value and its price as these two are different measures arrived at by different means. Investors typically determine Optimum Fixed value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Optimum Fixed's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.