Optimum Large Cap Value Fund Class I (OILVX) Research
Typically, this fund is designed to allocate a minimum of 80% of its total assets—including any capital obtained through borrowing for investment—to equity securities issued by companies with substantial market valuations. This commitment, often referred to as its 80% investment policy, guides its portfolio construction. For the purposes of this fund, "large market capitalization companies" are specifically defined as those firms whose market value closely resembles the companies included in the Russell 1000® Value Index.
Market snapshot
- Symbol
- OILVX
- Price
- $21.39
- Day change
- +0.09%
- Market cap
- $1.9B
- 52-week range
- 19.18-21.6
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Disciplined Core Value Fund - I Class (AMGIX)
- Disciplined Core Value Fund - Investor Class (BIGRX)
- Brandes International Equity Fund Class I (BIIEX)
- Columbia Small Cap Value Fund I Institutional 3 Class (CSVYX)
- Fidelity Advisor Large Cap Fund Class C (FLCCX)
- JPMorgan U.S. GARP Equity Fund (JGIRX)
- JPMorgan U.S. GARP Equity Fund Class I (JPGSX)
- SEI Institutional Investments Trust Large Cap Index Fund Class A (LCIAX)
Open Optimum Large Cap Value Fund Class I (OILVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.