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Optimum Large Cap Growth Fund Class A: (MF: OALGX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$21.07 USD
+0.09 (0.43%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in August 2003 and is managed by Delaware Management Company. The fund seeks long-term growth of capital. The fund invests at least 80% of its net assets in securities of large market capitalization companies. The fund intends to invest primarily in common stocks of U.S. companies, but it may also invest in other securities that the sub-advisers believe provide opportunities for capital growth. Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Optimum Large Cap Growth A | OALGX | 5.75 | NA | 0.00 | 0.25 | 0.69 | 1.19 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Optimum Large Cap Growth A | OALGX | 21.07 | 8/1/2003 | 0.00 | 30.40 | 3.91 | 13.76 |
| Optimum Large Cap Growth C | OCLGX | 14.05 | 8/1/2003 | 0.00 | 29.33 | 3.12 | 12.91 |
| Optimum Large Cap Growth I | OILGX | 24.20 | 8/1/2003 | 0.00 | 30.69 | 4.17 | 14.06 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Optimum Large Cap Growth A | OALGX | 1000 | 100 | 250 | A |
Contact Information
| Family | Delaware Investments |
| Address | 2005 Market St. Philadelphia, PA 19103 |
| Phone | 800 523-1918 |