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OILGX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
1.93B

OILGX Optimum Large Cap Growth Instl Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA).

Industry description

The investment seeks long-term growth of capital. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, if any, in equity securities of large market capitalization companies. 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 ® Growth Index. It may also invest in foreign securities, including ADRs and other depositary receipts and shares; derivatives, including futures and options; and fixed income securities, including those rated below investment grade.

Market Cap

The average market capitalization across the Optimum Large Cap Growth Instl MF is 948.06B. The market cap for tickers in the group ranges from 441.65B to 3.05T. MSFT holds the highest valuation in this group at 3.05T. The lowest valued company is MA at 441.65B.

Volume

The average weekly volume growth across all stocks in the Optimum Large Cap Growth Instl MF was -9%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -15%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 57
Price Growth Rating: 26
SMR Rating: 40
Profit Risk Rating: 31
Seasonality Score: -62 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Optimum Fund Trust2005 Market StreetPhiladelphia
Phone
N/A
Web
www.optimummutualfunds.com
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OILGX and

Correlation & Price change

A.I.dvisor indicates that over the last year, OILGX has been closely correlated with RGAFX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if OILGX jumps, then RGAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OILGX
1D Price
Change %
OILGX100%
-0.09%
RGAFX - OILGX
94%
Closely correlated
-0.13%
RGAEX - OILGX
94%
Closely correlated
-0.12%
RGACX - OILGX
93%
Closely correlated
-0.12%
GFAFX - OILGX
92%
Closely correlated
-0.12%
GFACX - OILGX
92%
Closely correlated
-0.13%
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