Optimum Large Cap Fund Quote
| OCLGX Fund | USD 11.44 0.03 0.26% |
PerformanceMild
| Odds Of DistressLow
|
Optimum Large is trading at 11.44 as of the 15th of February 2026; that is 0.26 percent decrease since the beginning of the trading day. The fund's open price was 11.47. Optimum Large has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 17th of November 2025 and ending today, the 15th of February 2026. Click here to learn more.
The fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, if any, in equity securities of large market capitalization companies. For purposes of this fund, large market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 1000 Growth Index. More on Optimum Large Cap
Moving together with Optimum Mutual Fund
| 0.85 | OASGX | Optimum Small Mid | PairCorr |
| 0.86 | OASVX | Optimum Small Mid | PairCorr |
| 0.68 | OCIEX | Optimum International | PairCorr |
| 0.89 | OCLVX | Optimum Large Cap | PairCorr |
Moving against Optimum Mutual Fund
Optimum Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Growth Funds, Large Growth, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 31st of December 2025 |
Optimum Large Cap [OCLGX] is traded in USA and was established 15th of February 2026. Optimum Large is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Delaware Funds by Macquarie family. This fund now has accumulated 1.71 B in assets with no minimum investment requirementsOptimum Large Cap is currently producing year-to-date (YTD) return of 0.92%, while the total return for the last 3 years was 23.35%.
Check Optimum Large 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 Large Cap 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.
Optimum Large Cap Risk Profiles
| Mean Deviation | 2.6 | |||
| Semi Deviation | 2.99 | |||
| Standard Deviation | 10.49 | |||
| Variance | 110.05 |
Optimum Large Against Markets
Optimum Mutual Fund Analysis Notes
The fund generated returns of 8.0% over the last ten years. Optimum Large Cap maintains 98.19% of assets in stocks. Large Growth To find out more about Optimum Large Cap contact the company at 800-914-0278.Optimum Large Cap Investment Alerts
Top Optimum Large Cap Mutual Fund Constituents
| PYPL | PayPal Holdings | Stock | |
| GOOG | Alphabet Inc Class C | Stock | |
| V | Visa Class A | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| NVDA | NVIDIA | Stock | |
| MSFT | Microsoft | Stock | |
| META | Meta Platforms | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| AAPL | Apple Inc | Stock | |
| FIS | Fidelity National Information | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| DIS | Walt Disney | Stock | |
| CRM | Salesforce | Stock | |
| BABA | Alibaba Group Holding | Stock | |
| AMZN | Amazon Inc | Stock | |
| ADBE | Adobe Systems Incorporated | Stock | |
| PCLN | The 2023 ETF | Etf | |
| BKNG | Booking Holdings | Stock | |
| BA | The Boeing | Stock | |
| HON | Honeywell International | Stock |
Optimum Large Outstanding Bonds
Optimum Large issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Optimum Large Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Optimum bonds can be classified according to their maturity, which is the date when Optimum Large Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Optimum Large Predictive Daily Indicators
Optimum Large intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Optimum Large mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 11.44 | |||
| Day Typical Price | 11.44 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.03) |
Optimum Large Forecast Models
Optimum Large's time-series forecasting models are one of many Optimum Large's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Optimum Large's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Optimum Mutual Fund
Optimum Large financial ratios help investors to determine whether Optimum Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Optimum with respect to the benefits of owning Optimum Large security.
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