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Optimum Large Cap Value Fund Institutional Class (OILVX)

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19.35 -0.11 -0.57%

31/01 - Closed. 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 Change9.2%

Prev. Close19.46

Risk Rating

TTM Yield1.23%

ROE22.73%

IssuerDelaware Funds by Macquarie

Turnover5%

ROA6.36%

Inception Date37834

Total Assets1.86B

Expenses0.92%

Min. InvestmentN/A

Market Cap131.43B

CategoryLarge Value

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Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1136	975	1136	1173	1531	2214
Fund Return	13.64%	-2.53%	13.64%	5.48%	8.89%	8.27%
Place in category	660	884	660	717	607	501
% in Category	59	73	59	65	58	66

Top Equity Funds by Delaware Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Delaware Small Cap Core I	5.74B	10.26	1.87	8.41
Delaware Emerging Markets Instl	2.8B	6.51	-3.68	5.07
Delaware Small Cap Value Instl	2.54B	11.14	2.23	7.55
Optimum Large Cap Growth Instl	2.09B	32.31	6.85	13.72
US24610B8265	1.62B	10.41	1.99	-

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	65.87B	14.51	7.67	10.85
Vanguard Equity-Income Adm	52.23B	15.16	7.46	10.07
Vanguard Windsor II Admiral	48.17B	14.29	6.32	10.43
American Funds American Mutual A	41.93B	14.95	6.30	9.36
Vanguard Value Index Adm	37.22B	15.99	7.45	9.99

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan	US46625H1005	4.41	267.30	-0.35%
Exxon Mobil	US30231G1022	2.01	106.83	-2.50%
Progressive	US7433151039	1.99	246.44	-1.12%
Lowe’s	US5486611073	1.95	260.04	-1.50%
Duke Energy	US26441C2044	1.87	111.99	-0.24%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Optimum Large Cap.	19.35	-0.11	-0.57%