Oppenheimer Aggrssv Invstr Fund Quote
| OCAIX Fund | USD 14.49 0.10 0.69% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Oppenheimer Aggrssv is trading at 14.49 as of the 21st of November 2024; that is 0.69 percent up since the beginning of the trading day. The fund's open price was 14.39. Oppenheimer Aggrssv has about a 20 % 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. Equity ratings for Oppenheimer Aggrssv Invstr are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st of November 2024. 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 Oppenheimer Aggrssv Invstr
Moving together with Oppenheimer Mutual Fund
Moving against Oppenheimer Mutual Fund
Oppenheimer Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Invesco (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Oppenheimer Aggrssv Invstr [OCAIX] is traded in USA and was established 21st of November 2024. Oppenheimer Aggrssv is listed under Invesco category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Invesco family. This fund now has accumulated 778.71 M in assets with no minimum investment requirementsOppenheimer Aggrssv is currently producing year-to-date (YTD) return of 10.65% with the current yeild of 0.0%, while the total return for the last 3 years was -0.35%.
Check Oppenheimer Aggrssv 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 Aggrssv 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 Oppenheimer Aggrssv Invstr Mutual Fund Constituents
| OSCIX | Oppenheimer Intl Small | Mutual Fund | Foreign Small/Mid Growth | |
| ISDX | ISDX | Etf | Foreign Large Value | |
| SPLV | Invesco SP 500 | Etf | Large Value | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| DIS | Walt Disney | Stock | Communication Services | |
| AAPL | Apple Inc | Stock | Information Technology |
Oppenheimer Aggrssv Risk Profiles
| Mean Deviation | 0.539 | |||
| Semi Deviation | 0.6323 | |||
| Standard Deviation | 0.7032 | |||
| Variance | 0.4945 |
Oppenheimer Aggrssv Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Aggrssv 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 Aggrssv security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |