Optimum Large Cap Fund Quote
| OCLVX Fund | USD 20.44 0.21 1.04% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Optimum Large is trading at 20.44 as of the 22nd of November 2024; that is 1.04 percent increase since the beginning of the trading day. The fund's open price was 20.23. Optimum Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Optimum Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of November 2023 and ending today, the 22nd of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in 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 Value Index.. More on Optimum Large Cap
Moving together with Optimum Mutual Fund
| 0.89 | OASGX | Optimum Small Mid | PairCorr |
| 0.93 | OASVX | Optimum Small Mid | PairCorr |
| 0.75 | WASAX | Ivy Asset Strategy | PairCorr |
| 0.74 | WSGAX | Ivy Small Cap | PairCorr |
Moving against Optimum Mutual Fund
Optimum Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Value Funds, Large Value, Delaware Funds by Macquarie, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Optimum Large Cap [OCLVX] is traded in USA and was established 22nd of November 2024. Optimum Large is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Large Value category and is part of Delaware Funds by Macquarie family. This fund now has accumulated 1.59 B in assets with no minimum investment requirementsOptimum Large Cap is currently producing year-to-date (YTD) return of 17.11%, while the total return for the last 3 years was 6.26%.
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.
Top Optimum Large Cap Mutual Fund Constituents
| PM | Philip Morris International | Stock | Consumer Staples | |
| ACN | Accenture plc | Stock | Information Technology | |
| CB | Chubb | Stock | Financials | |
| BAC | Bank of America | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care |
Optimum Large Cap Risk Profiles
| Mean Deviation | 0.4995 | |||
| Semi Deviation | 0.4098 | |||
| Standard Deviation | 0.6545 | |||
| Variance | 0.4283 |
Optimum Large Against Markets
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.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |