OCLVX Mutual Fund
OCLVX Mutual Fund
Optimum Large Cap Value Fund Class C
OCLVX Mutual Fund Overview
OCLVX Mutual Fund (Optimum Large Cap Value Fund Class C) is managed by Nomura Asset Management Co Ltd. OCLVX expense ratio is 1.91%, holding 127 positions across sectors including Financials, Unknown, Industrials. Inception date: 2003-08-01.
OCLVX performance shows a YTD return of 7.04%. The 1-year return is 16.03% and the 5-year return is 12.52%. OCLVX dividend yield stands at 6.12%, paid annually.
OCLVX top holdings include Jpmorgan Chase (4.2%), Exxon Mobil Corp. (2.9%), Raytheon Technologies Corp (2.6%), Conocophillips Common Stock USD 0.01 (1.9%), Alphabet Inc Common Stock USD 0.001 (1.9%). View all OCLVX holdings, sector breakdown, or dividend history.
OCLVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OCLVX alternatives are available via the screener, along with tax-loss harvesting opportunities.