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 0.91%, holding 127 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-08-01.
OILVX performance shows a YTD return of 12.92%. The 1-year return is 21.74% and the 5-year return is 10.26%. OILVX dividend yield stands at 6.84%, paid annually.
OILVX top holdings include Amazon.Com Inc (5.3%), Jpmorgan Chase (4.0%), Apple, Inc (3.5%), Microsoft Corp (3.4%), Raytheon Co. (2.2%). 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.