OCLVX Mutual Fund
OCLVX Mutual Fund
OCLVX Mutual Fund
Optimum Large Cap Value Fund Class C
OCLVX Mutual Fund Overview
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 128 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-08-01.
OCLVX performance shows a YTD return of 6.99%. The 1-year return is 11.33% and the 5-year return is 12.64%.
OCLVX top holdings include Amazon.Com Inc (5.5%), Microsoft Corp (5.2%), Jpmorgan Chase (4.2%), Apple, Inc (4.0%), Exxonmobil 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.