Oppenheimer International Small Fund Quote
| OSMAX Fund | USD 39.07 0.13 0.33% |
PerformanceVery Weak
| Odds Of DistressLow
|
Oppenheimer International is trading at 39.07 as of the 16th of February 2025; that is 0.33% down since the beginning of the trading day. The fund's open price was 39.2. Oppenheimer International 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. The performance scores are derived for the period starting the 17th of January 2025 and ending today, the 16th of February 2025. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets, plus borrowings for investment purposes, in equity securities of small- and mid-cap companies, and in derivatives and other instruments that have economic characteristics similar to such securities. More on Oppenheimer International Small
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Oppenheimer Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Funds, Foreign Small/Mid Growth Funds, Foreign Small/Mid Growth, Invesco (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Oppenheimer International Small [OSMAX] is traded in USA and was established 16th of February 2025. Oppenheimer International is listed under Invesco category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Growth category and is part of Invesco family. This fund now has accumulated 4.74 B in assets with no minimum investment requirementsOppenheimer International is currently producing year-to-date (YTD) return of 6.08% with the current yeild of 0.01%, while the total return for the last 3 years was -3.68%.
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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 International Small 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 International Small Mutual Fund Constituents
| TCHBF | Tecan Group | Pink Sheet | Medical Instruments & Supplies | |
| LIVN | LivaNova PLC | Stock | Health Care | |
| SEDG | SolarEdge Technologies | Stock | Information Technology | |
| ASM | Avino Silver Gold | Stock | Materials | |
| LZAGF | Lonza Group | Pink Sheet | Diagnostics & Research | |
| NICE | Nice Ltd ADR | Stock | Information Technology | |
| AMS | American Shared Hospital | Stock | Health Care | |
| AMRN | Amarin PLC | Stock | Health Care |
Oppenheimer International Risk Profiles
| Mean Deviation | 0.7288 | |||
| Standard Deviation | 1.35 | |||
| Variance | 1.83 | |||
| Risk Adjusted Performance | (0.05) |
Oppenheimer International Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer International 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 International security.
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