Nasdaq - Delayed Quote USD
Optimum Large Cap Growth A (OALGX)
At close: 8:00 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 2.5
- Min Initial Investment, AIP
- 2.5
- Min Subsequent Investment
- 250
- Min Subsequent Investment, IRA
- 0.25
- Min Subsequent Investment, AIP
- 0.25
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Pershing FundCenter
- Shareholders Services Group
- JPMorgan
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Institutional FundsNetwork
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- Ameriprise SPS Advantage
- Raymond James
- Commonwealth Universe
- DailyAccess Corporation FRIAG
- Trade PMR NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- NYLIM 401(k) Complete
- HD Vest - Vest Advisor
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Institutional NTF
- Waddell & Reed Choice MAP Flex
- ING Financial Partners Inc.
- Securities America Inc.
- PAS
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 01.24.2024
- Lincoln Investment Planning
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Avantax
- Allowab (non-advisory)
Fund Summary
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.
Fund Overview
| Category | Large Growth |
| Fund Family | Delaware Funds by Macquarie |
| Net Assets | 2.07B |
| YTD Return | 24.21% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Aug 01, 2003 |
Performance & Risk
| YTD Return | 25.24% |
| 5y Average Return | 14.43% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
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