Optimum Large is trading at 14.12 as of the 19th of July 2025; that is 0.57 percent increase since the beginning of the trading day. The fund's open price was 14.04. Optimum Large has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 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, if any, in equity securities of large market capitalization companies. For purposes of this fund, large market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 1000 Growth Index. More on Optimum Large Cap
Optimum Large Cap [OCLGX] is traded in USA and was established 19th of July 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 4.02%, while the total return for the last 3 years was 20.91%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Optimum Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Optimum Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Optimum Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
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.