Oppenheimer Cap Apprec Fund Quote
| OTCNX Fund | USD 75.38 0.33 0.44% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Oppenheimer Cap is trading at 75.38 as of the 26th of November 2024; that is 0.44% down since the beginning of the trading day. The fund's open price was 75.71. Oppenheimer Cap has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Oppenheimer Cap Apprec are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund mainly invests in common stocks of growth companies. Growth companies are companies that the portfolio managers expect to have above-average growth rates. The Advisor intends, under normal circumstances, to focus primarily on companies that are similar in size to companies in the Russell 1000 Growth Index. More on Oppenheimer Cap Apprec
Moving together with Oppenheimer Mutual Fund
Moving against Oppenheimer Mutual Fund
Oppenheimer Mutual Fund Highlights
| Fund Concentration | OppenheimerFunds Funds, Large Growth Funds, Large Growth, OppenheimerFunds, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Fiscal Year End | August |
Oppenheimer Cap Apprec [OTCNX] is traded in USA and was established 26th of November 2024. Oppenheimer Cap is listed under OppenheimerFunds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of OppenheimerFunds family. This fund now has accumulated 4.12 B in assets with no minimum investment requirementsOppenheimer Cap Apprec is currently producing year-to-date (YTD) return of 34.09%, while the total return for the last 3 years was 6.81%.
Check Oppenheimer Cap 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 Cap Apprec 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 Cap Apprec Mutual Fund Constituents
| SCHW | Charles Schwab Corp | Stock | Financials | |
| ORCL | Oracle | Stock | Information Technology | |
| EBAY | eBay Inc | Stock | Consumer Discretionary | |
| UNP | Union Pacific | Stock | Industrials | |
| AZO | AutoZone | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| AAPL | Apple Inc | Stock | Information Technology |
Oppenheimer Cap Apprec Risk Profiles
| Mean Deviation | 0.7608 | |||
| Semi Deviation | 1.05 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.21 |
Oppenheimer Cap Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Cap 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 Cap security.
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