Oppenheimer Rising Dividends Fund Quote
| OARDX Fund | USD 25.51 0.05 0.20% |
PerformanceVery Weak
| Odds Of DistressLow
|
Oppenheimer Rising is trading at 25.51 as of the 16th of February 2025; that is 0.2% down since the beginning of the trading day. The fund's open price was 25.56. Oppenheimer Rising has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of January 2025 and ending today, the 16th of February 2025. Click here to learn more.
The fund invests mainly in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the future. It normally will invest at least 80 percent of its net assets in securities of companies that the portfolio managers expect to experience dividend growth, including companies that currently pay dividends and are expected to increase them and companies that do not currently pay dividends but are expected to begin paying them in the near future, and in derivatives and other instruments that have economic characteristics similar to such securities.. More on Oppenheimer Rising Dividends
Moving together with Oppenheimer Mutual Fund
| 0.74 | VMICX | Invesco Municipal Income | PairCorr |
| 0.71 | VMINX | Invesco Municipal Income | PairCorr |
| 0.68 | VMIIX | Invesco Municipal Income | PairCorr |
Moving against Oppenheimer Mutual Fund
Oppenheimer Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Blend Funds, Large Blend, Invesco, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Oppenheimer Rising Dividends [OARDX] is traded in USA and was established 16th of February 2025. Oppenheimer Rising is listed under Invesco category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Invesco family. This fund now has accumulated 2.88 B in assets with no minimum investment requirementsOppenheimer Rising is currently producing year-to-date (YTD) return of 4.12% with the current yeild of 0.01%, while the total return for the last 3 years was 11.22%.
Check Oppenheimer Rising Probability Of Bankruptcy
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 Oppenheimer 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 Oppenheimer 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 Oppenheimer Rising Dividends 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 Oppenheimer Rising Dividends Mutual Fund Constituents
| MMC | Marsh McLennan Companies | Stock | Financials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| FAST | Fastenal Company | Stock | Industrials | |
| ORCL | Oracle | Stock | Information Technology | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| BA | The Boeing | Stock | Industrials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| CSCO | Cisco Systems | Stock | Information Technology |
Oppenheimer Rising Risk Profiles
| Mean Deviation | 0.6822 | |||
| Standard Deviation | 1.47 | |||
| Variance | 2.16 | |||
| Risk Adjusted Performance | (0.06) |
Oppenheimer Rising Against Markets
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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