Investment Objectives and Goals |
Mar. 31, 2025 |
|---|---|
| Optimum Large Cap Growth Fund | |
| Objective | What is the Fund’s investment objective? |
| Objective, Primary | Optimum Large Cap Growth Fund seeks long-term growth of capital. |
| Optimum Large Cap Value Fund | |
| Objective | What are the Fund’s investment objectives? |
| Objective, Primary | Optimum Large Cap Value Fund seeks long-term growth of capital. The Fund may also seek income. |
| Optimum Small-Mid Cap Growth Fund | |
| Objective | What is the Fund’s investment objective? |
| Objective, Primary | Optimum Small-Mid Cap Growth Fund seeks long-term growth of capital. |
| Optimum Small-Mid Cap Value Fund | |
| Objective | What is the Fund’s investment objective? |
| Objective, Primary | Optimum Small-Mid Cap Value Fund seeks long-term growth of capital. |
| Optimum International Fund | |
| Objective | What are the Fund’s investment objectives? |
| Objective, Primary | Optimum International Fund seeks long-term growth of capital. The Fund may also seek income. |
| Optimum Fixed Income Fund | |
| Objective | What are the Fund’s investment objectives? |
| Objective, Primary | Optimum Fixed Income Fund seeks a high level of income. The Fund may also seek growth of capital. |