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Optimum Large Cap Value Fund Institutional Class (OILVX)

US Funds

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18.62 +0.07 +0.38%

23/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.8B

Type: Fund

Market: United States

Issuer: Delaware Funds by Macquarie

Asset Class: Equity

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OILVX Overview

Find basic information about the Optimum Large Cap Value Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OILVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US2461188300)

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Rating

1-Year Change6.85%

Prev. Close18.55

Risk Rating

TTM Yield1.26%

ROE22.83%

IssuerDelaware Funds by Macquarie

Turnover5%

ROA6.38%

Inception Date37834

Total Assets1.8B

Expenses0.92%

Min. InvestmentN/A

Market Cap126.44B

CategoryLarge Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1211	1046	1273	1327	1677	2350
Fund Return	21.11%	4.59%	27.34%	9.89%	10.89%	8.92%
Place in category	614	862	632	712	587	512
% in Category	55	76	56	65	57	67

Top Equity Funds by Delaware Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Delaware Small Cap Core I	5.54B	19.84	6.20	9.67
Delaware Small Cap Value Instl	2.44B	21.39	7.36	8.59
Delaware Emerging Markets Instl	2.73B	7.70	-2.18	4.33
Optimum Large Cap Growth Instl	2.13B	31.75	6.89	13.55
US24610B8265	1.57B	19.97	6.32	-

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	70.82B	22.10	11.98	11.55
Vanguard Equity-Income Adm	55.74B	20.82	11.53	10.54
Vanguard Windsor II Admiral	51B	19.09	9.58	10.82
American Funds American Mutual A	40.7B	20.22	10.11	9.79
Vanguard Value Index Adm	39.97B	23.79	12.28	10.75

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan	US46625H1005	4.26	242.48	+1.64%
Exxon Mobil	US30231G1022	2.36	106.42	+0.12%
Lowe’s	US5486611073	1.96	250.03	+1.00%
Rtx Corp	US75513E1010	1.94	116.87	+0.20%
Duke Energy	US26441C2044	1.93	108.88	+0.34%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Strong Sell	Sell
Technical Indicators	Sell	Strong Sell	BUY
Summary	Sell	Strong Sell	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Optimum Large Cap.	18.62	+0.07	+0.38%