About OILGX
Optimum Large Cap Growth Fund Institutional Class is a mutual fund focused on delivering long-term capital growth by investing predominantly in large-cap U.S. companies. Its investment strategy mandates that at least 80% of assets are allocated to securities issued by large-market capitalization firms, reflecting a commitment to growth-oriented equities. The fund leverages both fundamental analysis and quantitative models, employing a bottom-up approach to identify individual companies with strong potential for value appreciation. Managed by American Century Investment Management and Los Angeles Capital, the fund emphasizes stock selection over macroeconomic trends. Its portfolio typically features high concentration in leading technology, consumer cyclical, and healthcare companies, with top holdings including influential firms such as Apple, NVIDIA, Microsoft, Amazon, and Alphabet. Designed for institutional investors, this fund plays a significant role in providing exposure to dynamic sectors that drive innovation and economic expansion, making it a key vehicle for accessing broad-based growth in the U.S. equity market.
Fund Family Nomura
Category Large-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol OILGX
Share Class Institutional Class
Index Russell 1000 Growth TR
OILGX had a total return of 9.32% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.75%.
