Optimum International Instl (OIIEX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
15.57
-0.05 (-0.32%)
Dec 10, 2025, 8:10 AM EST
16.02%
Fund Assets993.91M
Expense Ratio1.08%
Min. Investment$0.00
Turnover54.00%
Dividend (ttm)0.21
Dividend Yield1.32%
Dividend Growth26.53%
Payout FrequencyAnnual
Ex-Dividend DateDec 11, 2024
Previous Close15.62
YTD Return22.79%
1-Year Return17.84%
5-Year Return35.87%
52-Week Low11.89
52-Week High15.68
Beta (5Y)0.90
Holdings534
Inception DateJul 23, 2003

About OIIEX

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% 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.

Fund Family Delaware Funds by Macquarie
Category Foreign Large Blend
Stock Exchange NASDAQ
Ticker Symbol OIIEX
Share Class Institutional Class
Index MSCI AC World ex USA NR USD

Performance

OIIEX had a total return of 17.84% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.85%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FSGGXFidelityFidelity Global ex US Index0.06%
FSGEXFidelityFidelity Series Global ex US Index0.01%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
OAIEXClass A1.33%
OCIEXClass C2.08%

Top 10 Holdings

19.04% of assets
NameSymbolWeight
Taiwan Semiconductor Manufacturing Company Limited23304.43%
Tencent Holdings Limited07002.54%
Samsung Electronics Co., Ltd.0059302.49%
Roche Holding AGROG2.04%
MercadoLibre, Inc.MELI1.62%
Ryanair Holdings plcRYAAY1.24%
CRH plcCRH1.18%
Sea LimitedSE1.17%
Banco Bilbao Vizcaya Argentaria, S.A.BBVA1.17%
Novartis AGNOVN1.16%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 11, 2024$0.20591Dec 12, 2024
Dec 6, 2023$0.16273Dec 7, 2023
Dec 8, 2022$0.316Dec 9, 2022
Dec 8, 2021$2.135Dec 9, 2021
Dec 9, 2020$0.312Dec 10, 2020
Dec 12, 2019$0.282Dec 13, 2019
Full Dividend History