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OALVX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$20.25
Change
-$0.00 (-0.00%)
Net Assets
1.92B

OALVX Optimum Large Cap Value A Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital and may also seek income... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Lowe's Companies (NYSE:LOW), Honeywell International (NASDAQ:HON), Comcast Corp (NASDAQ:CMCSA), ConocoPhillips (NYSE:COP).

Industry description

The investment seeks long-term growth of capital and may also seek income. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large market capitalization companies (80% policy). 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 ® Value Index.

Market Cap

The average market capitalization across the Optimum Large Cap Value A MF is 229.05B. The market cap for tickers in the group ranges from 60.85B to 827.87B. JPM holds the highest valuation in this group at 827.87B. The lowest valued company is TRV at 60.85B.

Volume

The average weekly volume growth across all stocks in the Optimum Large Cap Value A MF was -3%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -31%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 55
P/E Growth Rating: 100
Price Growth Rating: 43
SMR Rating: 100
Profit Risk Rating: 33
Seasonality Score: -41 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Optimum Fund Trust2005 Market StreetPhiladelphia
Phone
N/A
Web
www.optimummutualfunds.com
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OALVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OALVX has been closely correlated with FFMMX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if OALVX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OALVX
1D Price
Change %
OALVX100%
N/A
FFMMX - OALVX
79%
Closely correlated
+0.16%
FFFMX - OALVX
78%
Closely correlated
+0.16%
RMFEX - OALVX
55%
Loosely correlated
+0.16%
RMFCX - OALVX
55%
Loosely correlated
+0.17%
RMEBX - OALVX
55%
Loosely correlated
+0.16%
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