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OCLVX Optimum Large Cap Value C 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), 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 7%. For the same stocks of the MF, the average monthly volume growth was 53% and the average quarterly volume growth was 42%

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: 37
SMR Rating: 49
Profit Risk Rating: 26
Seasonality Score: 24 (-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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RPMYX11.71-0.12
-1.01%
Reinhart International PMV Advisor
CCASX79.25-0.85
-1.06%
Conestoga Small Cap Investors
WOOOX17.19-0.20
-1.15%
JPMorgan SMID Cap Equity R3
NINAX20.83-0.30
-1.42%
Neuberger Berman Intrinsic Value A
HIAHX16.71-0.46
-2.68%
Hartford Healthcare HLS IA

OCLVX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OCLVX
1D Price
Change %
OCLVX100%
-0.44%
FFFMX - OCLVX
79%
Closely correlated
-0.86%
FFMMX - OCLVX
78%
Closely correlated
-0.86%
VIVAX - OCLVX
57%
Loosely correlated
-0.38%
VVIAX - OCLVX
57%
Loosely correlated
-0.39%
VIVIX - OCLVX
57%
Loosely correlated
-0.38%
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