About OILVX
Optimum Large Cap Value Fund Institutional Class is an equity mutual fund that primarily targets long-term capital growth, with the potential for income generation. The fund focuses its investments on large U.S. companies exhibiting value characteristics—these are firms considered undervalued relative to their intrinsic worth, often trading at lower price-to-earnings ratios and offering higher dividend yields compared to the broader market. The portfolio is diversified, typically holding over a hundred securities, with approximately 21% of assets concentrated in its top ten holdings, which include major names across financial services, energy, consumer cyclicals, utilities, and industrial sectors. Managed by a team employing both quantitative and fundamental research, the fund emphasizes disciplined risk management and seeks stocks with attractive valuations and the potential to outperform market expectations. Its role in the financial market is to provide institutional investors access to diversified large-cap value exposure, appealing to those looking for established companies with stable, slow-growing earnings profiles and relative price discounts to the overall market.
Fund Family Nomura
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol OILVX
Share Class Institutional Class
Index Russell 1000 Value TR
OILVX had a total return of 13.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.47%.
