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OILVX Optimum Large Cap Value Instl Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital and may also seek income... Show more

Category: #Large Value
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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), Honeywell International (NASDAQ:HON), ConocoPhillips (NYSE:COP), Lowe's Companies (NYSE:LOW), Comcast Corp (NASDAQ:CMCSA).

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 Instl MF is 249.14B. The market cap for tickers in the group ranges from 67.4B to 895.33B. JPM holds the highest valuation in this group at 895.33B. The lowest valued company is TRV at 67.4B.

Volume

The average weekly volume growth across all stocks in the Optimum Large Cap Value Instl MF was 16%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was 219%

Fundamental Analysis Ratings

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

Valuation Rating: 41
P/E Growth Rating: 47
Price Growth Rating: 46
SMR Rating: 40
Profit Risk Rating: 40
Seasonality Score: 8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Details
Category
Large Value
Address
Optimum Fund Trust2005 Market StreetPhiladelphia
Phone
N/A
Web
www.optimummutualfunds.com
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OILVX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OILVX
1D Price
Change %
OILVX100%
N/A
AWSHX - OILVX
79%
Closely correlated
-0.45%
FFFMX - OILVX
79%
Closely correlated
-0.14%
FFMMX - OILVX
78%
Closely correlated
-0.14%
VIVAX - OILVX
77%
Closely correlated
N/A
VVIAX - OILVX
76%
Closely correlated
N/A
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Optimum Large Cap Value Instl (OILVX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com