Optimum Funds
Update: Regional bank developments and exposure
Portfolio managers offer their perspectives on the unfolding situation, including their likely effects on the markets moving forward. Click here to learn more.
We are continuing to monitor the situation closely. The holdings tables set forth the exposure of the Optimum Funds in securities in their portfolios identified. Click here to learn more.
We're pleased to say that the Optimum Funds are managed by some of the most respected and successful money managers in the industry.
Macquarie Asset Management is the manager and distributor of the Optimum Funds, and each fund is designed to be advised or sub-advised by multiple managers with complementary investment styles.
Each manager's unique investment philosophy attempts to provide assurance that your portfolio will not be unduly influenced in any one direction. This approach is commonly found in institutional portfolios where using complementary managers may provide greater diversification and attempts to smooth out volatility.
Carefully consider the Fund’s investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund’s prospectus, which may be obtained by visiting optimummutualfunds.com/literature or calling 800 914-0278. Investors should read the prospectus and, if available, the summary prospectus carefully before investing.
Investing involves risk, including the possible loss of principal.
Need more?
For more information about Optimum Funds, please call your financial advisor.
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