About OALVX
Optimum Large Cap Value Fund Class A is an equity mutual fund focused on investing in large-cap U.S. companies that exhibit value characteristics. The fund’s primary objective is to seek long-term capital growth, with a secondary emphasis on generating income. It targets stocks considered undervalued compared to their intrinsic worth, favoring firms with lower price ratios and higher dividend yields, which typically exhibit slower growth rates in earnings, sales, and cash flow. The portfolio is diversified across various industries, with significant holdings in financial services, energy, industrials, and utilities. This approach is intended to provide exposure to established companies that are less expensive relative to their fundamentals, balancing quantitative analysis with fundamental research and risk management. The fund is managed by multiple advisors, each contributing distinct methodologies to identify attractively valued firms capable of outperforming market expectations. Within the broader market, the Optimum Large Cap Value Fund Class A serves as a vehicle for investors aiming to access the potential stability and income generation of mature, large-cap value stocks within the U.S. equity landscape.
Fund Family Nomura
Category Large Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol OALVX
Share Class Class A
Index Russell 1000 Value TR
OALVX had a total return of 19.16% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.59%.
