MENU

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
Interact to see
Advertisement
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), Honeywell International (NASDAQ:HON), ConocoPhillips (NYSE:COP), Lowe's Companies (NYSE:LOW), Comcast Corp (NASDAQ:CMCSA).

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 249.14B. The market cap for tickers in the group ranges from 67.4B to 895.33B. JPM holds the highest valuation in this group at 895.33B. The lowest valued company is TRV at 67.4B.

Volume

The average weekly volume growth across all stocks in the Optimum Large Cap Value A MF was 16%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was 219%

Fundamental Analysis Ratings

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

Valuation Rating: 41
P/E Growth Rating: 47
Price Growth Rating: 46
SMR Rating: 40
Profit Risk Rating: 40
Seasonality Score: 8 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Details
Category
Large Value
Address
Optimum Fund Trust2005 Market StreetPhiladelphia
Phone
N/A
Web
www.optimummutualfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PFI60.600.26
+0.43%
Invesco Dorsey Wright Financial Momt ETF
WTMF41.460.10
+0.25%
WisdomTree Managed Futures Strategy ETF
LIAM231.92N/A
N/A
LifeX 2055 Infl-Prt Longevity Income ETF
CWII12.89N/A
N/A
REX CRWV Growth & Income ETF
FSEP55.00-0.05
-0.09%
FT Vest US Equity Buffer ETF Sep

OALVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OALVX has been closely correlated with AWSHX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if OALVX jumps, then AWSHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OALVX
1D Price
Change %
OALVX100%
N/A
AWSHX - OALVX
80%
Closely correlated
-0.45%
FFMMX - OALVX
79%
Closely correlated
-0.14%
FFFMX - OALVX
78%
Closely correlated
-0.14%
VIVAX - OALVX
78%
Closely correlated
N/A
VVIAX - OALVX
78%
Closely correlated
N/A
More
Optimum Large Cap Value A (OALVX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com