Optimum Large Cap Growth FundOCLGX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.7B
Expense ratio
1.95%
1-year return
+17.4%
3 years, a year
+18.8%
5 years, a year
+7.6%
Holdings
135
What it aims to do.
Optimum Large Cap Growth Fund seeks long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp. | 14.50% |
| AAPL Apple Inc. | 10.47% |
| MSFT Microsoft Corp. | 7.14% |
| AMZN Amazon.com, Inc. | 4.53% |
| GOOGL Alphabet Inc. | 4.32% |
| AVGO Broadcom Inc | 3.95% |
| GOOG Alphabet Inc. | 3.63% |
| META Meta Platforms Inc | 3.08% |
| TSLA Tesla Inc | 2.88% |
| LLY Eli Lilly & Co. | 2.31% |
More on OCLGX.
- OCLGX overview
- OCLGX holdings
- OCLGX risk
- OCLGX costs
- OCLGX money in and out
- OCLGX share classes
- Compare OCLGX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.