OALVX Mutual Fund

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 123 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-08-01.

OALVX performance shows a YTD return of 12.97%. The 1-year return is 18.47% and the 5-year return is 9.23%. OALVX dividend yield stands at 0.73%, paid annually.

OALVX top holdings include Amazon.com Inc (5.5%), Microsoft Corp (5.2%), JPMorgan Chase & Co (4.2%), Apple Inc (4.0%), Exxon Mobil 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.