- What are the top holdings of OILVX?
- Optimum Large Cap Value Fund Class I holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does OILVX have?
- OILVX holds — positions as reported by the fund's most recent disclosure.
- What sectors does OILVX invest in?
- Optimum Large Cap Value Fund Class I (OILVX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is OILVX most exposed to?
- OILVX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is OILVX a US-only fund?
- The country allocation card on this page shows OILVX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does OILVX invest in?
- 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.
