Morningstar

Optimum Large Cap Growth Fund Class A OALGX

Medalist Rating as of Aug 31, 2026 See Nomura Investment Hub

Strategy

The investment seeks long-term growth of capital. The fund will invest at least 80% 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. It may also invest in foreign securities, including ADRs and other depositary receipts and shares; derivatives, including futures and options; and fixed income securities, including those rated below investment grade.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OILGX	Optimum Large Cap Growth Fund Institutional Class	Institutional	Open			Aug 1, 2003	$1.89B	0.940%	High	$0	−$340.99M
OALGX	Optimum Large Cap Growth Fund Class A	Front Load	Open			Aug 1, 2003	$42.25M	1.190%	High	$1,000	−$10.00M
OCLGX	Optimum Large Cap Growth Fund Class C	Level Load	Open			Aug 1, 2003	$276,790.00	1.940%	High	$1,000	−$248,700.18

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