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 1.91%, holding 127 positions across sectors including Financials, Industrials, Health Care. Inception date: 2003-08-01.

OCLVX performance shows a YTD return of 11.24%. The 1-year return is 20.52% and the 5-year return is 9.14%. OCLVX dividend yield stands at 5.89%, paid annually.

OCLVX top holdings include Jpmorgan Chase (4.2%), Exxon Mobil Corp. (2.9%), Raytheon Co. (2.6%), Conocophillips Common Stock USD 0.01 (1.9%), Alphabet Inc Common Stock USD 0.001 (1.9%). 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.