Optimum Large Cap Fund Quote

OCLGX Fund  USD 14.93  0.52  3.37%   

Performance

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Odds Of Distress

Low

 
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Low
Optimum Large is trading at 14.93 as of the 13th of October 2025; that is 3.37 percent decrease since the beginning of the trading day. The fund's open price was 15.45. Optimum Large has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 15th of July 2025 and ending today, the 13th of October 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of large market capitalization companies. Optimum Large is traded on NASDAQ Exchange in the United States. More on Optimum Large Cap

Moving together with Optimum Mutual Fund

  0.82OASGX Optimum Small MidPairCorr
  0.84OCFIX Optimum Fixed IncomePairCorr
  0.91WASAX Ivy Asset StrategyPairCorr
  0.8WSGAX Ivy Small CapPairCorr

Optimum Mutual Fund Highlights

Fund ConcentrationDelaware Funds by Macquarie Funds, Large Growth Funds, Large Growth, Delaware Funds by Macquarie (View all Sectors)
Update Date30th of September 2025
Optimum Large Cap [OCLGX] is traded in USA and was established 13th of October 2025. Optimum Large is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Delaware Funds by Macquarie family. This fund now has accumulated 1.71 B in assets with no minimum investment requirementsOptimum Large Cap is currently producing year-to-date (YTD) return of 5.14%, while the total return for the last 3 years was 22.42%.
Check Optimum Large Probability Of Bankruptcy

Instrument Allocation

Top Optimum Large Cap Mutual Fund Constituents

PYPLPayPal HoldingsStockFinancials
GOOGAlphabet Inc Class CStockCommunication Services
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
NVDANVIDIAStockInformation Technology
MSFTMicrosoftStockInformation Technology
METAMeta PlatformsStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
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Optimum Large Cap Risk Profiles

Optimum Large Against Markets

Other Information on Investing in Optimum Mutual Fund

Optimum Large financial ratios help investors to determine whether Optimum Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Optimum with respect to the benefits of owning Optimum Large security.
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