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OCLVX
Mutual Fund ticker: NASDAQ
AS OF
Mar 1 closing price
Price
$18.11
Change
-$0.00 (-0.00%)
Net Assets
1.79B

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), Lowe's Companies (NYSE:LOW), ConocoPhillips (NYSE:COP), Honeywell International (NASDAQ:HON), PROLOGIS (NYSE:PLD).

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 208.88B. The market cap for tickers in the group ranges from 70.04B to 533.7B. JPM holds the highest valuation in this group at 533.7B. The lowest valued company is DUK at 70.04B.

Volume

The average weekly volume growth across all stocks in the Optimum Large Cap Value C MF was 15%. For the same stocks of the MF, the average monthly volume growth was -33% and the average quarterly volume growth was 2%

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: 44
Price Growth Rating: 35
SMR Rating: 54
Profit Risk Rating: 27
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
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OCLVX and

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%
+0.39%
FFFMX - OCLVX
79%
Closely correlated
+0.42%
FFMMX - OCLVX
78%
Closely correlated
+0.42%
VIVAX - OCLVX
54%
Loosely correlated
+0.59%
VVIAX - OCLVX
53%
Loosely correlated
+0.59%
VIVIX - OCLVX
53%
Loosely correlated
+0.59%
More