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Optimum Large Cap Growth Fund Institutional Class (OILGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large market capitalization companies (80% policy). For purposes of this fund, large market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 1000   Growth Index. It may also invest in foreign securities, including American depositary receipts and other depositary receipts and shares; futures, options, and other derivatives; and fixed income securities, including those rated below investment grade.


1 month+0.94% 3 years+15.15%
3 months-4.17% 5 years+14.63%
1 year+7.57% Since inception+8.49%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+14.63%+12.64%
Expense ratio1.12%1.20%
Risk 5 year sharpe ratio1.260.98
Net assets$1.6B$2.6B
Average market cap$61.5B$76.7B
Average P/E23.520.6
Portfolio turnover86%86%

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Fund Management and Purchase Info

Fund familyDelaware Investments
Fund manager & tenurePatrick Kelly / 7 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock86.36%
International stock11.00%
Fixed income0.40%
Top 5 Sectors
Portfolio weighting
Industrial materials 17.37%
Consumer service 14.67%
Hardware 12.61%
Financial service 10.09%
Telecommunication 9.42%
Top 10 Holdings
Portfolio weighting
AAPL Apple4.53%
FB Facebook3.69%
AMZN Amazon3.43%
AGN Allergan3.36%
GOOG Google2.70%
V Visa2.65%
GILD Gilead Sciences2.11%
BIIB Biogen1.80%
DHR Danaher Corp1.78%
PCLN Priceline1.63%

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