Oppenheimer Rising Financials
| OCRDX Fund | USD 19.05 0.08 0.42% |
Oppenheimer |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Oppenheimer Rising Fund Summary
Oppenheimer Rising competes with Lord Abbett, Calamos Dynamic, Absolute Convertible, Putnam Convertible, and Rational/pier. The fund invests mainly in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the future. Invesco Oppenheimer is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US68380H3075 |
| Business Address | AIM Equity Funds |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
Oppenheimer Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Rising's current stock value. Our valuation model uses many indicators to compare Oppenheimer Rising value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oppenheimer Rising competition to find correlations between indicators driving Oppenheimer Rising's intrinsic value. More Info.Oppenheimer Rising Dividends is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Oppenheimer Rising Dividends is roughly 6.52 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oppenheimer Rising's earnings, one of the primary drivers of an investment's value.Oppenheimer Rising Systematic Risk
Oppenheimer Rising's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oppenheimer Rising volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Oppenheimer Rising correlated with the market. If Beta is less than 0 Oppenheimer Rising generally moves in the opposite direction as compared to the market. If Oppenheimer Rising Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oppenheimer Rising is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oppenheimer Rising is generally in the same direction as the market. If Beta > 1 Oppenheimer Rising moves generally in the same direction as, but more than the movement of the benchmark.
Oppenheimer Rising January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oppenheimer Rising help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oppenheimer Rising Dividends. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oppenheimer Rising Dividends based on widely used predictive technical indicators. In general, we focus on analyzing Oppenheimer Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oppenheimer Rising's daily price indicators and compare them against related drivers.
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 15.72 | |||
| Value At Risk | (0.92) | |||
| Potential Upside | 1.15 |
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Rising financial ratios help investors to determine whether Oppenheimer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oppenheimer with respect to the benefits of owning Oppenheimer Rising security.
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