OCLGX Mutual Fund

OCLGX Mutual Fund (Optimum Large Cap Growth Fund Class C) is managed by Nomura Asset Management Co Ltd. OCLGX expense ratio is 1.94%, holding 166 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2003-08-01.

OCLGX performance shows a YTD return of 6.26%. The 1-year return is 13.33% and the 5-year return is 15.17%. OCLGX dividend yield stands at 27.46%, paid annually.

OCLGX top holdings include Nvidia Corp (15.1%), Apple, Inc (6.9%), Microsoft Corp (6.4%), Alphabet Inc,class A (4.8%), Alphabet Inc. C (4.1%). Go to all OCLGX holdings, OCLGX sectors, or OCLGX dividends.

OCLGX can be compared against other funds. Use OCLGX overlap to find shared positions, or OCLGX vs another fund for a side-by-side view. OCLGX alternatives are available via the screener, along with tax-loss harvesting opportunities.