OILVX Mutual Fund
OILVX Mutual Fund
OILVX Mutual Fund
Optimum Large Cap Value Fund Class I
OILVX Mutual Fund Overview
OILVX Mutual Fund (Optimum Large Cap Value Fund Class I) is managed by Nomura Asset Management Co Ltd with $1.53B in net assets. OILVX expense ratio is 0.92%, holding 128 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-08-01.
OILVX performance shows a YTD return of 13.48%. The 1-year return is 18.27% and the 5-year return is 9.90%. OILVX dividend yield stands at 6.84%, paid annually.
OILVX top holdings include Amazon.Com Inc (5.7%), Microsoft Corp (4.6%), Jpmorgan Chase (4.2%), Apple, Inc (3.4%), Raytheon Co. (2.5%). Go to all OILVX holdings, OILVX sectors, or OILVX dividends.
OILVX can be compared against other funds. Use OILVX overlap to find shared positions, or OILVX vs another fund for a side-by-side view. OILVX alternatives are available via the screener, along with tax-loss harvesting opportunities.