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.
- NAV / 1-Day Return 19.00 / 0.73 %
- Total Assets 2.1 Bil
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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.