Oppenheimer Aggrssv Invstr Fund Quote
ONAIX Fund | USD 15.38 0.01 0.07% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Oppenheimer Aggrssv is trading at 15.38 as of the 27th of November 2024; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 15.37. Oppenheimer Aggrssv has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a 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 28th of October 2024 and ending today, the 27th 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
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Oppenheimer Mutual Fund Highlights
Fund Concentration | OppenheimerFunds Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, OppenheimerFunds (View all Sectors) |
Update Date | 30th of September 2024 |
Fiscal Year End | January |
Oppenheimer Aggrssv Invstr [ONAIX] is traded in USA and was established 27th of November 2024. Oppenheimer Aggrssv is listed under OppenheimerFunds category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of OppenheimerFunds family. This fund now has accumulated 871.43 M in assets with no minimum investment requirementsOppenheimer Aggrssv is currently producing year-to-date (YTD) return of 12.85% with the current yeild of 0.01%, while the total return for the last 3 years was 0.99%.
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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 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
BAC | Bank of America | Stock | Financials | |
JPM | JPMorgan Chase Co | Stock | Financials | |
DIS | Walt Disney | Stock | Communication Services | |
EMVIX | Oppenheimer Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
QIVIX | Oppenheimer International Equity | Mutual Fund | Foreign Large Blend | |
AIR | AAR Corp | Stock | Industrials | |
OIGIX | Oppenheimer International Growth | Mutual Fund | Foreign Large Growth |
Oppenheimer Aggrssv Risk Profiles
Mean Deviation | 0.521 | |||
Semi Deviation | 0.6312 | |||
Standard Deviation | 0.6864 | |||
Variance | 0.4711 |
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.
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Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |