Oppenhemier Cnsrvtv is trading at 8.63 as of the 7th of February 2025; that is 0.47 percent up since the beginning of the trading day. The fund's open price was 8.59. Oppenhemier Cnsrvtv has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 14th of January 2024 and ending today, the 7th of February 2025. Click here to learn more.
The fund is a fund of funds, and invests its assets in other underlying mutual funds advised by the adviser and exchange-traded funds and other pooled investment vehicles advised by Invesco Capital or mutual funds, ETFs and other pooled investment vehicles advised by unaffiliated advisers . More on Oppenhemier Cnsrvtv Invstr
Oppenhemier Cnsrvtv Invstr [OACIX] is traded in USA and was established 7th of February 2025. Oppenhemier Cnsrvtv is listed under Invesco category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Invesco family. This fund now has accumulated 373.11 M in assets with no minimum investment requirementsOppenhemier Cnsrvtv is currently producing year-to-date (YTD) return of 1.18% with the current yeild of 0.04%, while the total return for the last 3 years was -0.29%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oppenhemier Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oppenhemier Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oppenhemier Cnsrvtv Invstr Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Oppenhemier Cnsrvtv Invstr Mutual Fund Constituents
Other Information on Investing in Oppenhemier Mutual Fund
Oppenhemier Cnsrvtv financial ratios help investors to determine whether Oppenhemier 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 Oppenhemier with respect to the benefits of owning Oppenhemier Cnsrvtv security.
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance