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OCLVX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$18.68
Change
-$0.10 (-0.53%)
Net Assets
1.87B

OCLVX price forecast, quote, news & analysis

Category: @Large Value
A.I.Advisor
published price charts
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), Comcast Corp (NASDAQ:CMCSA), ConocoPhillips (NYSE:COP), Lowe's Companies (NYSE:LOW), Honeywell International (NASDAQ:HON).

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 C MF is 213.02B. The market cap for tickers in the group ranges from 52.73B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is TRV at 52.73B.

Volume

The average weekly volume growth across all stocks in the Optimum Large Cap Value C MF was -5%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 66
Price Growth Rating: 51
SMR Rating: 47
Profit Risk Rating: 30
Seasonality Score: 36 (-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