OALVX Mutual Fund
OALVX Mutual Fund
OALVX Mutual Fund
Optimum Large Cap Value Fund Class A
OALVX Mutual Fund Overview
OALVX Mutual Fund (Optimum Large Cap Value Fund Class A) is managed by Nomura Asset Management Co Ltd. OALVX expense ratio is 1.17%, holding 128 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-08-01.
OALVX performance shows a YTD return of 7.62%. The 1-year return is 12.14% and the 5-year return is 9.62%. OALVX dividend yield stands at 0.77%.
OALVX top holdings include Amazon.Com Inc (5.5%), Microsoft Corp (5.2%), Jpmorgan Chase (4.2%), Apple, Inc (4.0%), Exxonmobil Corp. (2.3%). Go to all OALVX holdings, OALVX sectors, or OALVX dividends.
OALVX can be compared against other funds. Use OALVX overlap to find shared positions, or OALVX vs another fund for a side-by-side view. OALVX alternatives are available via the screener, along with tax-loss harvesting opportunities.