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Optimum Large Cap Growth Fund Class A: (MF: OALGX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 05:52 PM ET

$21.64 USD

+0.01 (0.05%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 9.12 49
3 months 13.17 15
6 months 8.10 56
1 Year 28.12 31
3 Year 24.65 15
5 Year 11.14 35
10 Year 15.56 20

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.34
Bull Market (2/09 - 3/21) 1,291.07

Load Adjusted Returns as of May 31, 2026

1 Year 11.92
5 Year 7.24
10 Year 13.08
Since Inception 9.95

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.59 NA NA NA
2025 -10.67 16.61 9.37 1.52
2024 12.30 8.50 1.93 6.24
2023 14.43 13.11 -4.34 13.73
2022 -12.57 -24.24 -4.18 2.61
2021 0.17 10.76 -0.32 6.19

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.1215.6631.9640.83-34.8817.4433.6730.89-1.1032.150.60
% Total Return Rel to Index -3.48-2.556.9414.58-16.67-11.2315.27-0.593.2810.35-11.32
% Total Return Rel to Peer -2.852.9512.5617.83-15.18-4.6113.752.475.7511.47-7.21
% Perf Quintile vs Peer* 4.002.001.001.005.004.002.003.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.003.492.142.300.783.671.910.592.313.260.59
Expense Ratio 0.001.211.191.171.221.231.241.251.261.351.42

* 1 = Top 20%, 5 = Bottom 20%