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Optimum Large Cap Value Fund Institutional Class (OILVX)

US Funds

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19.45 +0.27 +1.41%

28/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.86B

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.

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Rating

1-Year Change6.17%

Prev. Close19.18

Risk Rating

TTM Yield1.18%

ROE22.76%

IssuerDelaware Funds by Macquarie

Turnover5%

ROA6.37%

Inception Date37834

Total Assets1.86B

Expenses0.92%

Min. InvestmentN/A

Market Cap124.75B

CategoryLarge Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1043	1029	1176	1254	1632	2381
Fund Return	4.31%	2.89%	17.6%	7.85%	10.29%	9.06%
Place in category	553	748	707	630	616	520
% in Category	41	62	61	58	60	67

Top Equity Funds by Delaware Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Delaware Small Cap Core I	5.4B	4.24	5.97	9.25
Delaware Emerging Markets Instl	2.71B	5.40	-1.38	5.68
Delaware Small Cap Value Instl	2.41B	4.37	5.12	8.53
Optimum Large Cap Growth Instl	1.99B	1.80	11.39	14.01
US24610B8265	1.5B	4.27	6.11	-

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	69.8B	6.15	9.38	12.14
Vanguard Equity-Income Adm	53.99B	4.09	8.97	10.85
Vanguard Windsor II Admiral	49.82B	4.53	8.94	11.37
American Funds American Mutual A	42.19B	4.22	8.46	10.10
Vanguard Value Index Adm	38.78B	4.39	9.38	10.92

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan	US46625H1005	4.48	259.46	-1.96%
Exxon Mobil	US30231G1022	1.95	107.14	-3.76%
Rtx Corp	US75513E1010	1.88	133.17	+0.14%
Progressive	US7433151039	1.87	284.21	+0.78%
Lowe’s	US5486611073	1.87	245.22	-1.38%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Optimum Large Cap.	19.45	+0.27	+1.41%