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 1.16%, holding 127 positions across sectors including Financials, Unknown, Industrials. Inception date: 2003-08-01.
OALVX performance shows a YTD return of 7.47%. The 1-year return is 16.90% and the 5-year return is 9.50%. OALVX dividend yield stands at 6.84%, paid annually.
OALVX top holdings include Jp Morgan Chase & Co (4.2%), Exxon Mobil Corp (2.9%), Raytheon Co. (2.6%), Conocophilips (1.9%), 'alphabet Inc., Class 'a'' (1.9%). View all OALVX holdings, sector breakdown, or dividend history.
OALVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OALVX alternatives are available via the screener, along with tax-loss harvesting opportunities.