Optimum Large Cap Value Fund Institutional Class (OILVX) - Large Value fund with $1.59 Billion in assets. The fund allocates 21.52% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is JPMorgan Chase Co at 4.57% of total assets. This is followed by Exxon Mobil Corp (2.05%) and ConocoPhillips (1.80%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| JPMorgan Chase Co | 4.57% | - | - |
| Exxon Mobil Corp | 2.05% | - | - |
| ConocoPhillips | 1.80% | - | - |
| Honeywell International Inc | 1.76% | - | - |
| Duke Energy Corp | 1.80% | - | - |
| Progressive Corp/The | 1.82% | - | - |
| RTX Corp | 2.51% | - | - |
| Johnson Johnson | 1.70% | - | - |
| Lowe's Cos Inc | 1.72% | - | - |
| American Express Co | 1.79% | - | - |
| Abbott Laboratories | 1.78% | - | - |
| AbbVie Inc | 1.75% | - | - |
| Blackrock Inc | 1.88% | - | - |
| Wells Fargo Co | 1.97% | - | - |
| Boeing Co/The | 1.81% | - | - |
| Alphabet Inc | 1.90% | - | - |