Oppenheimer Cnsrvtv Invstr Fund Quote
| ONCIX Fund | USD 8.98 0.03 0.34% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Oppenheimer Cnsrvtv is trading at 8.98 as of the 30th of November 2024; that is 0.34 percent up since the beginning of the trading day. The fund's open price was 8.95. Oppenheimer Cnsrvtv 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 Cnsrvtv Invstr are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of March 2024 and ending today, the 30th 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 Cnsrvtv Invstr
Moving together with Oppenheimer Mutual Fund
| 0.74 | OSCIX | Oppenheimer Intl Small | PairCorr |
| 0.91 | OSIIX | Oppenheimer Global Strtgc | PairCorr |
| 0.9 | OSINX | Oppenheimer Strat Incm | PairCorr |
| 0.87 | OSIYX | Oppenheimer Strategic | PairCorr |
Moving against Oppenheimer Mutual Fund
Oppenheimer Mutual Fund Highlights
| Fund Concentration | OppenheimerFunds Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, OppenheimerFunds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Fiscal Year End | January |
Oppenheimer Cnsrvtv Invstr [ONCIX] is traded in USA and was established 30th of November 2024. Oppenheimer Cnsrvtv is listed under OppenheimerFunds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of OppenheimerFunds family. This fund now has accumulated 576.16 M in assets with no minimum investment requirementsOppenheimer Cnsrvtv is currently producing year-to-date (YTD) return of 4.84% with the current yeild of 0.03%, while the total return for the last 3 years was -1.66%.
Check Oppenheimer Cnsrvtv 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 Cnsrvtv 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 Cnsrvtv Invstr Mutual Fund Constituents
| AGVSX | Invesco Government | Mutual Fund | Nontraditional Bond | |
| BAB | Invesco Taxable Municipal | Etf | Long-Term Bond | |
| CPBFX | Invesco E Plus | Mutual Fund | Intermediate Core-Plus Bond | |
| OGLIX | Oppenheimer Global Fd | Mutual Fund | World Large-Stock Growth | |
| OIBIX | Oppenheimer Intl Bd | Mutual Fund | World Bond | |
| OMFL | Oppenheimer Russell 1000 | Etf | Large Blend | |
| OPBIX | Oppenheimer Core Bd | Mutual Fund | Intermediate Core Bond | |
| PHB | Invesco Fundamental High | Etf | High Yield Bond |
Oppenheimer Cnsrvtv Risk Profiles
| Mean Deviation | 0.2047 | |||
| Semi Deviation | 0.2094 | |||
| Standard Deviation | 0.2592 | |||
| Variance | 0.0672 |
Oppenheimer Cnsrvtv Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Cnsrvtv 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 Cnsrvtv security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |