Optimum Large Cap Fund Manager Performance Evaluation
| OCLGX Fund | USD 11.91 0.04 0.34% |
The fund holds a Beta of 2.33, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Optimum Large will likely underperform.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Optimum Large Cap are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Optimum Large showed solid returns over the last few months and may actually be approaching a breakup point.
...moreOptimum |
Optimum Large Relative Risk vs. Return Landscape
If you would invest 879.00 in Optimum Large Cap on October 28, 2025 and sell it today you would earn a total of 312.00 from holding Optimum Large Cap or generate 35.49% return on investment over 90 days. Optimum Large Cap is currently producing 0.909% returns and takes up 10.9081% volatility of returns over 90 trading days. Put another way, 98% of traded mutual funds are less volatile than Optimum, and 82% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Optimum Large Current Valuation
Undervalued
Today
Please note that Optimum Large's price fluctuation is relatively risky at this time. At this time, the fund appears to be undervalued. Optimum Large Cap holds a recent Real Value of $13.33 per share. The prevailing price of the fund is $11.91. We determine the value of Optimum Large Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Optimum Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Optimum Mutual Fund. However, Optimum Large's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.91 | Real 13.33 | Hype 14.32 | Naive 12.73 |
The intrinsic value of Optimum Large's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Optimum Large's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Optimum Large Cap helps investors to forecast how Optimum mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Optimum Large more accurately as focusing exclusively on Optimum Large's fundamentals will not take into account other important factors: Optimum Large Target Price Odds to finish over Current Price
The tendency of Optimum Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 11.91 | 90 days | 11.91 | about 17.22 |
Based on a normal probability distribution, the odds of Optimum Large to move above the current price in 90 days from now is about 17.22 (This Optimum Large Cap probability density function shows the probability of Optimum Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 2.33 . This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Optimum Large will likely underperform. Additionally Optimum Large Cap has an alpha of 0.7258, implying that it can generate a 0.73 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Optimum Large Price Density |
| Price |
Predictive Modules for Optimum Large
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Optimum Large Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Optimum Large Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Optimum Large is not an exception. The market had few large corrections towards the Optimum Large's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Optimum Large Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Optimum Large within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.73 | |
β | Beta against Dow Jones | 2.33 | |
σ | Overall volatility | 1.84 | |
Ir | Information ratio | 0.08 |
Optimum Large Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Optimum Large for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Optimum Large Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Optimum Large Cap is way too risky over 90 days horizon | |
| Optimum Large Cap appears to be risky and price may revert if volatility continues | |
| Latest headline from news.google.com: Unclaimed funds in New York Rochester and other local entities among those owed millions - WHEC.com | |
| The fund maintains 98.19% of its assets in stocks |
Optimum Large Fundamentals Growth
Optimum Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Optimum Large, and Optimum Large fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Optimum Mutual Fund performance.
| Price To Earning | 23.82 X | |||
| Price To Book | 4.01 X | |||
| Price To Sales | 2.54 X | |||
| Total Asset | 1.61 B | |||
About Optimum Large Performance
Evaluating Optimum Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Optimum Large has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Optimum Large has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. It may also invest in foreign securities, including ADRs and other depositary receipts and shares derivatives, including futures and options and fixed income securities, including those rated below investment grade.Things to note about Optimum Large Cap performance evaluation
Checking the ongoing alerts about Optimum Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Optimum Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Optimum Large Cap is way too risky over 90 days horizon | |
| Optimum Large Cap appears to be risky and price may revert if volatility continues | |
| Latest headline from news.google.com: Unclaimed funds in New York Rochester and other local entities among those owed millions - WHEC.com | |
| The fund maintains 98.19% of its assets in stocks |
- Analyzing Optimum Large's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Optimum Large's stock is overvalued or undervalued compared to its peers.
- Examining Optimum Large's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Optimum Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Optimum Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Optimum Large's mutual fund. These opinions can provide insight into Optimum Large's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |