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Optimum Large Cap Value C OCLVX

Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 19.00  /  0.73 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.920%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 9%

Morningstar’s Analysis OCLVX

Will OCLVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Optimum Large Cap Value C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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