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OALVX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
1.68B

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

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

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

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 193.51B. The market cap for tickers in the group ranges from 71.4B to 443.89B. JPM holds the highest valuation in this group at 443.89B. The lowest valued company is DUK at 71.4B.

Volume

The average weekly volume growth across all stocks in the Optimum Large Cap Value A MF was -49%. For the same stocks of the MF, the average monthly volume growth was -65% and the average quarterly volume growth was -49%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 47
Price Growth Rating: 46
SMR Rating: 52
Profit Risk Rating: 33
Seasonality Score: 32 (-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

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 89% 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
89%
Closely correlated
N/A
FFFMX - OALVX
89%
Closely correlated
N/A
VIVIX - OALVX
81%
Closely correlated
N/A
VVIAX - OALVX
81%
Closely correlated
N/A
VIVAX - OALVX
80%
Closely correlated
N/A
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