Oppenheimer Global Fund Quote
| OGLYX Fund | USD 104.80 0.43 0.41% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Oppenheimer Global is trading at 104.80 as of the 27th of November 2024; that is 0.41% up since the beginning of the trading day. The fund's open price was 104.37. Oppenheimer Global 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. Equity ratings for Oppenheimer Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests mainly in common stock of U.S. and foreign companies. It can invest without limit in foreign securities and can invest in any country, including countries with developing or emerging markets. However, the fund currently emphasizes its investments in developed markets such as the United States, Western European countries and Western European countries. More on Oppenheimer Global
Oppenheimer Mutual Fund Highlights
| Fund Concentration | OppenheimerFunds Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, OppenheimerFunds (View all Sectors) |
| Update Date | 30th of September 2024 |
Oppenheimer Global [OGLYX] is traded in USA and was established 27th of November 2024. Oppenheimer Global is listed under OppenheimerFunds category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of OppenheimerFunds family. This fund now has accumulated 11.25 B in assets with minimum initial investment of 1 K. Oppenheimer Global is currently producing year-to-date (YTD) return of 13.67%, while the total return for the last 3 years was 0.77%.
Check Oppenheimer Global 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 Global 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 Global Mutual Fund Constituents
| NNDNF | Nidec | Pink Sheet | Specialty Industrial Machinery | |
| CL | Colgate Palmolive | Stock | Consumer Staples | |
| KYCCF | Keyence | Pink Sheet | Scientific & Technical Instruments | |
| SPGI | SP Global | Stock | Financials | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials | |
| MRAAF | Murata Manufacturing Co | Pink Sheet | Electronic Components | |
| JD | JD Inc Adr | Stock | Consumer Discretionary |
Oppenheimer Global Top Holders
| RELAX | Fundx Servative Upgrader | Mutual Fund | Tactical Allocation | |
| SRIFX | Fundx Sustainable Impact | Mutual Fund | Large Growth |
Oppenheimer Global Risk Profiles
| Mean Deviation | 0.7328 | |||
| Standard Deviation | 0.9626 | |||
| Variance | 0.9266 | |||
| Risk Adjusted Performance | (0.01) |
Oppenheimer Global Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Global 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 Global security.
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