About OIFIX
Optimum Fixed Income Fund Institutional Class is a mutual fund designed to provide investors with a high level of income, primarily through the active management of a broad array of fixed income securities. Managed by teams employing both fundamental research and macroeconomic analysis, the fund invests at least 80% of its assets in a diversified mix of debt instruments, including U.S. government and agency bonds, corporate debt, municipal securities, and mortgage-backed or asset-backed securities. Classified as an intermediate core-plus bond fund, it strategically seeks opportunities across the investment-grade spectrum for stable, recurring income, but may also consider limited exposure to high-yield bonds as part of its "core-plus" approach. With thousands of individual holdings and a strong focus on risk management, this fund is suited for institutional investors looking for diversification within fixed income markets. Its role in the financial market is to serve as a foundational component for fixed income allocation, providing potential income and portfolio stability amid varying economic cycles.
Fund Family Nomura
Category Intermediate Core-Plus Bond
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol OIFIX
Share Class Institutional Class
Index Bloomberg U.S. Aggregate Bond TR
OIFIX had a total return of -2.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.84%.
