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Optimum Large Cap Growth Fund Class C: (MF: OCLGX)

(NASDAQ Mutual Funds) As of Nov 10, 2026 06:16 PM ET

$11.79 USD

-0.10 (-0.84%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 7.52 61
3 months 1.82 33
6 months 17.85 25
1 Year 8.93 60
3 Year 22.40 22
5 Year 9.11 55
10 Year 14.07 33

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.71
Bull Market (2/09 - 3/21) 972.51

Load Adjusted Returns as of Sep 30, 2026

1 Year 7.84
5 Year 9.11
10 Year 14.07
Since Inception 9.43

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.77 15.75 1.82 NA
2025 -10.79 16.36 9.18 1.31
2024 12.08 8.29 1.74 6.00
2023 14.22 12.88 -4.49 13.46
2022 -12.70 -24.37 -4.38 2.40
2021 0.00 10.55 -0.51 5.94

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.5114.8130.9139.74-35.3616.5232.6230.05-1.9431.24-0.18
% Total Return Rel to Index -5.22-3.405.8913.49-17.15-12.1514.22-1.432.449.44-12.11
% Total Return Rel to Peer -1.792.1011.5216.74-15.66-5.5312.701.624.9110.56-7.99
% Perf Quintile vs Peer* 4.003.001.001.005.004.002.003.002.001.005.00
% 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 1.951.961.941.921.971.981.992.002.012.102.17

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