Optimum Large Cap Fund Quote

OCLVX Fund  USD 18.70  0.02  0.11%   

Performance

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Odds Of Distress

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Low
Optimum Large is trading at 18.70 as of the 20th of March 2025; that is 0.11 percent decrease since the beginning of the trading day. The fund's open price was 18.72. Optimum Large has about a 22 % 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 20th of December 2024 and ending today, the 20th of March 2025. 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 . Optimum Large is traded on NASDAQ Exchange in the United States. More on Optimum Large Cap

Moving together with Optimum Mutual Fund

  0.82VVIAX Vanguard Value IndexPairCorr
  0.79DOXGX Dodge Cox StockPairCorr
  0.71AFMFX American MutualPairCorr
  0.71FFMMX American Funds AmericanPairCorr
  0.71FFFMX American Funds AmericanPairCorr
  0.71AMRMX American MutualPairCorr

Moving against Optimum Mutual Fund

  0.53MRK Merck CompanyPairCorr

Optimum Mutual Fund Highlights

Fund ConcentrationLarge Value, Delaware Funds by Macquarie, Large Value, Large Value (View all Sectors)
Update Date31st of March 2025
Optimum Large Cap [OCLVX] is traded in USA and was established 20th of March 2025. 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 0.54%, while the total return for the last 3 years was 6.89%.
Check Optimum Large Probability Of Bankruptcy

Instrument Allocation

Top Optimum Large Cap Mutual Fund Constituents

PMPhilip Morris InternationalStockConsumer Staples
ACNAccenture plcStockInformation Technology
CBChubbStockFinancials
BACBank of AmericaStockFinancials
VZVerizon CommunicationsStockCommunication Services
TMOThermo Fisher ScientificStockHealth Care
PGProcter GambleStockConsumer Staples
PFEPfizer IncStockHealth Care
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Optimum Large Cap Risk Profiles

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.
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