OALGX Optimum Large Cap Growth A Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Mastercard (NYSE:MA), Salesforce (NYSE:CRM).

The investment seeks long-term growth of capital. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, if any, in equity securities of large market capitalization companies. For purposes of this fund, large market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 1000 ® Growth Index. It may also invest in foreign securities, including ADRs and other depositary receipts and shares; derivatives, including futures and options; and fixed income securities, including those rated below investment grade.

The average market capitalization across the Optimum Large Cap Growth A MF is 2.32T. The market cap for tickers in the group ranges from 231.11B to 4.33T. NVDA holds the highest valuation in this group at 4.33T. The lowest valued company is CRM at 231.11B.

The average weekly volume growth across all stocks in the Optimum Large Cap Growth A MF was -32%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -35%