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Optimum Large Cap Value Instl OILVX

Quantitative rating as of
  • NAV / 1-Day Return 19.24  /  0.52 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.920%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.22%
  • Turnover 9%

Morningstar’s Analysis OILVX

Will OILVX outperform in future?

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

Summary

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Optimum Large Cap Value Instl earns a Morningstar Quantitative Rating of Neutral with strength in areas such as People offset by weaker spots such as Process. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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