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Optimum Large Cap Growth Fund Class I: (MF: OILGX)

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

$26.03 USD

+0.01 (0.04%)

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 9.28 47
3 months 13.29 14
6 months 8.26 55
1 Year 28.48 30
3 Year 24.97 14
5 Year 11.43 32
10 Year 15.85 18

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.09
Bull Market (2/09 - 3/21) 1,334.01

Load Adjusted Returns as of May 31, 2026

1 Year 18.67
5 Year 8.72
10 Year 14.00
Since Inception 10.47

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.52 NA NA NA
2025 -10.63 16.71 9.41 1.58
2024 12.38 8.53 2.00 6.33
2023 14.47 13.19 -4.22 13.79
2022 -12.51 -24.17 -4.19 2.70
2021 0.24 10.85 -0.29 6.26

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.2815.9232.2941.22-34.7217.7333.9831.29-0.9232.470.88
% Total Return Rel to Index -3.41-2.297.2714.98-16.52-10.9415.57-0.193.4610.68-11.05
% Total Return Rel to Peer -2.783.2112.9018.22-15.02-4.3214.062.875.9311.79-6.93
% Perf Quintile vs Peer* 4.002.001.001.005.004.002.002.001.001.005.00
% 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 0.000.960.940.920.970.980.991.001.011.101.17

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