Orinda Income Opportunities Fund Quote
| OIOIX Fund | USD 17.06 0.01 0.06% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Orinda Income is trading at 17.06 as of the 29th of November 2024; that is 0.06 percent increase since the beginning of the trading day. The fund's open price was 17.05. Orinda Income has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Orinda Income Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund will invest in U.S. and non-U.S. securities and investment instruments including, but not limited to, equity securities, debt securities, and derivatives. It may invest up to 85 percent of its net assets in derivatives. The fund may invest without limit in debt securities, provided that no more than 30 percent of its net assets are invested in debt securities rated below investment grade.. More on Orinda Income Opportunities
Moving together with Orinda Mutual Fund
| 1.0 | OIOAX | Orinda Income Opport | PairCorr |
| 1.0 | OIODX | Orinda Income Opport | PairCorr |
| 0.95 | CPXIX | Cohen Steers Prfrd | PairCorr |
| 0.95 | CPXAX | Cohen Steers Preferd | PairCorr |
| 0.94 | CPXCX | Cohen Steers Prefrd | PairCorr |
Moving against Orinda Mutual Fund
Orinda Mutual Fund Highlights
| Fund Concentration | Orinda Funds, Large Funds, Preferred Stock Funds, Preferred Stock, Orinda Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of December 2021 |
| Fiscal Year End | August |
Orinda Income Opportunities [OIOIX] is traded in USA and was established 29th of November 2024. Orinda Income is listed under Orinda Funds category by Fama And French industry classification. The fund is listed under Preferred Stock category and is part of Orinda Funds family. This fund now has accumulated 145.69 M in assets with minimum initial investment of 100 K. Orinda Income Opport is currently producing year-to-date (YTD) return of 12.73% with the current yeild of 0.07%, while the total return for the last 3 years was 3.51%.
Check Orinda Income 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 Orinda 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 Orinda 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 Orinda Income Opportunities 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 Orinda Income Opportunities Mutual Fund Constituents
| IRT | Independence Realty Trust | Stock | Real Estate | |
| PFF | iShares Preferred and | Etf | Preferred Stock | |
| ARI | Apollo Commercial Real | Stock | Financials | |
| ABR | Arbor Realty Trust | Stock | Financials | |
| XLE | Energy Select Sector | Etf | Equity Energy | |
| WPC | W P Carey | Stock | Real Estate | |
| VNQ | Vanguard Real Estate | Etf | Real Estate | |
| VNO | Vornado Realty Trust | Stock | Real Estate |
Orinda Income Opport Risk Profiles
| Mean Deviation | 0.3628 | |||
| Semi Deviation | 0.2509 | |||
| Standard Deviation | 0.4548 | |||
| Variance | 0.2068 |
Orinda Income Against Markets
Other Information on Investing in Orinda Mutual Fund
Orinda Income financial ratios help investors to determine whether Orinda 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 Orinda with respect to the benefits of owning Orinda Income security.
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