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OILVX
Optimum Large Cap Value Fund Class I
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

OILVX Mutual Fund Holdings Information

Holdings Count
128
Total Assets
1.85B
Top 10 Percentage
21.43%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
128 Holdings
128 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPM
JPMorgan Chase & Co.
4.12%
$75.81M
―
$734.29B
33.03%
14 Buy
7 Hold
0 Sell
Moderate Buy
―
PGR
The Progressive Corporation
2.26%
$41.71M
―
$165.41B
31.43%
12 Buy
5 Hold
0 Sell
Moderate Buy
―
XOM
Exxon Mobil Corp.
2.25%
$41.43M
―
$440.88B
-10.65%
9 Buy
6 Hold
0 Sell
Moderate Buy
―
RTX
Rtx Corporation
2.12%
$38.98M
―
$185.10B
28.55%
12 Buy
5 Hold
0 Sell
Moderate Buy
―
ABT
Abbott Laboratories
1.89%
$34.78M
―
$231.33B
28.45%
17 Buy
3 Hold
0 Sell
Strong Buy
―
COP
Conocophillips
1.80%
$33.24M
―
$108.50B
-23.93%
15 Buy
2 Hold
0 Sell
Strong Buy
―
DUK
Duke Energy
1.80%
$33.18M
―
$90.15B
12.52%
9 Buy
5 Hold
0 Sell
Moderate Buy
―
ABBV
Abbvie
1.75%
$32.19M
―
$330.92B
11.21%
13 Buy
6 Hold
0 Sell
Moderate Buy
―
LOW
Lowe's Companies
1.74%
$32.07M
―
$128.00B
4.18%
15 Buy
9 Hold
1 Sell
Moderate Buy
―
JNJ
Johnson & Johnson
1.70%
$31.29M
―
$368.66B
4.94%
7 Buy
8 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

26.69%Financial16.65%Healthcare15.53%Industrials7.93%Technology7.23%Energy6.09%Utilities5.78%Consumer Defensive4.01%Consumer Cyclical3.69%Communication Services3.43%Basic Materials2.97%Real Estate26.69%Financial
Financial
26.69%
Healthcare
16.65%
Industrials
15.53%
Technology
7.93%
Energy
7.23%
Utilities
6.09%
Consumer Defensive
5.78%
Consumer Cyclical
4.01%
Communication Services
3.69%
Basic Materials
3.43%
Real Estate
2.97%

Countries Breakdown

97.23%United States0.72%United Kingdom0.68%Switzerland0.20%Canada97.23%United States
United States
97.23%
United Kingdom
0.72%
Switzerland
0.68%
Canada
0.20%

Breakdown By Smart Score

6.66%Outperform1015.93%Outperform916.75%Outperform818.59%Neutral720.53%Neutral612.58%Neutral57.90%Neutral40.91%Underperform20.15%Underperform17
The weighted average smart score of the OILVX Mutual Fund is 7
10
6.66%
9
15.93%
8
16.75%
7
18.59%
6
20.53%
5
12.58%
4
7.90%
3
0.00%
2
0.91%
1
0.15%

OILVX Mutual Funds FAQ

What are Mutual Funds OILVX’s top 3 holdings?
OILVX’s top 3 holdings are JPM, PGR, XOM.
    What is Mutual Funds OILVX’s holdings count?
    Mutual Funds OILVX’s is holdings 128 different assets.
      What are the total assets of Mutual Funds OILVX?
      Mutual Funds OILVX’s total assets are 1.85B.

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