Optimum Mutual Fund Quote


USD 10.27  0.06  0.59%   

Market Performance
0 of 100
Odds Of Distress
Less than 48
Optimum International is trading at 10.27 as of the 28th of June 2022; that is 0.59 percent up since the beginning of the trading day. The fund's open price was 10.21. Optimum International has 48 percent odds of going through some form of financial distress in the next two years and has generated negative returns to investors over the last 90 days. Equity ratings for Optimum International Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of July 2020 and ending today, the 28th of June 2022. Click here to learn more.
The investment seeks long-term growth of capital and may also seek income. Optimum International is traded on NASDAQ Exchange in the United States. More on Optimum International Equity

Moving together with Optimum International

0.96VDVIXVanguard Developed Steady GrowthPairCorr
0.96VTMNXVanguard Developed Steady GrowthPairCorr
0.96VTMGXVanguard Developed Steady GrowthPairCorr
0.96VDIPXVanguard Developed Steady GrowthPairCorr

Optimum International Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Optimum International's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Optimum International or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Optimum International generated a negative expected return over the last 90 days
The fund generated three year return of -2.0%
Optimum International maintains 99.19% of its assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Optimum International's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Startdate14th of January 2015
Optimum International Equity [OCIEX] is traded in USA and was established 28th of June 2022. The fund is listed under Foreign Large Blend category and is part of Delaware Funds by Macquarie family. Optimum International now has accumulated 952.67 M in assets with no minimum investment requirements, while the total return for the last 3 years was -2.35%.
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 Equity 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 Equity Constituents

Optimum International Target Price Odds Analysis

What are Optimum International's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Optimum International jumping above the current price in 90 days from now is about 88.14%. The Optimum International Equity probability density function shows the probability of Optimum International mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Optimum International has a beta of 0.9085. This indicates Optimum International Equity market returns are sensitive to returns on the market. As the market goes up or down, Optimum International is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Optimum International is significantly underperforming DOW.
  Odds Below 10.27HorizonTargetOdds Above 10.27
11.76%90 days
Based on a normal probability distribution, the odds of Optimum International to move above the current price in 90 days from now is about 88.14 (This Optimum International Equity probability density function shows the probability of Optimum Mutual Fund to fall within a particular range of prices over 90 days) .

Optimum International Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Optimum International market risk premium is the additional return an investor will receive from holding Optimum International long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Optimum International. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Optimum International's alpha and beta are two of the key measurements used to evaluate Optimum International's performance over the market, the standard measures of volatility play an important role as well.

Optimum International Against Markets

Picking the right benchmark for Optimum International mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Optimum International mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Optimum International is critical whether you are bullish or bearish towards Optimum International Equity at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Optimum International without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Investing Optimum International Equity

You need to understand the risk of investing before taking a position in Optimum International. The danger of trading Optimum International Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Optimum International is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Optimum International. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Optimum International is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Your Equity Center. Note that the Optimum International information on this page should be used as a complementary analysis to other Optimum International'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 Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

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When running Optimum International price analysis, check to measure Optimum International'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 International is operating at the current time. Most of Optimum International's value examination focuses on studying past and present price action to predict the probability of Optimum International's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Optimum International's price. Additionally, you may evaluate how the addition of Optimum International to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Optimum International's value and its price as these two are different measures arrived at by different means. Investors typically determine Optimum International value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Optimum International'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.