OCLVX Mutual Fund

OCLVX Mutual Fund (Optimum Large Cap Value Fund Class C) is managed by Nomura Asset Management Co Ltd. OCLVX expense ratio is 1.92%, holding 123 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-08-01.

OCLVX performance shows a YTD return of 12.25%. The 1-year return is 17.63% and the 5-year return is 8.41%.

OCLVX top holdings include Amazon.com Inc (5.5%), Microsoft Corp (5.2%), JPMorgan Chase & Co (4.2%), Apple Inc (4.0%), Exxon Mobil Corp. (2.3%). Go to all OCLVX holdings, OCLVX sectors, or OCLVX dividends.

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