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Optimum Large Cap Growth A (OALGX)

21.78 -0.34 (-1.54%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 22.12
  • YTD Return 24.21%
  • Expense Ratio 1.20%
  • Category Large Growth
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.07B
  • Beta (5Y Monthly) 1.18
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 48.00%
  • Last Dividend 0.01
  • Inception Date Aug 1, 2003

The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, if any, in equity securities of large market capitalization companies. 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 ADRs and other depositary receipts and shares; derivatives, including futures and options; and fixed income securities, including those rated below investment grade.

Delaware Funds by Macquarie

Fund Family

Large Growth

Fund Category

2.07B

Net Assets

2003-08-01

Inception Date

Performance Overview: OALGX

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Trailing returns as of 10/22/2024. Category is Large Growth.

YTD Return

OALGX
24.21%
Category
12.38%
?

1-Year Return

OALGX
41.29%
Category
41.70%
?

3-Year Return

OALGX
6.55%
Category
22.56%
?

5-Year Return

OALGX
14.38%
Category
21.98%
?

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Holdings: OALGX

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Top 10 Holdings (56.17% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 12.24%
NVDA
NVIDIA Corporation 11.19%
MSFT
Microsoft Corporation 8.71%
AMZN
Amazon.com, Inc. 5.90%
META
Meta Platforms, Inc. 3.73%
GOOGL
Alphabet Inc. 3.23%
GOOG
Alphabet Inc. 3.19%
LLY
Eli Lilly and Company 3.18%
MA
Mastercard Incorporated 2.62%
NFLX
Netflix, Inc. 2.18%

Sector Weightings

Recent News: OALGX

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Research Reports: OALGX

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