Oppenheimer Target Fund Quote
| OTFCX Fund | USD 44.06 0.14 0.32% |
PerformanceWeak
| Odds Of DistressLow
|
Oppenheimer Target is trading at 44.06 as of the 16th of February 2025; that is 0.32 percent increase since the beginning of the trading day. The fund's open price was 43.92. Oppenheimer Target has about a 22 % 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. 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.
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 Target
Moving together with Oppenheimer Mutual Fund
Oppenheimer Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Growth Funds, Large Growth, Invesco, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 16th of December 2022 |
| Fiscal Year End | August |
Oppenheimer Target [OTFCX] is traded in USA and was established 16th of February 2025. Oppenheimer Target is listed under Invesco category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Invesco family. This fund now has accumulated 4.42 B in assets with no minimum investment requirementsOppenheimer Target is currently producing year-to-date (YTD) return of 4.08%, while the total return for the last 3 years was 12.83%.
Check Oppenheimer Target 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 Target 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 Target Mutual Fund Constituents
| ORCL | Oracle | Stock | Information Technology | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| UNP | Union Pacific | Stock | Industrials | |
| EBAY | eBay Inc | Stock | Consumer Discretionary | |
| AZO | AutoZone | Stock | Consumer Discretionary | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials | |
| MA | Mastercard | Stock | Financials |
Oppenheimer Target Risk Profiles
| Mean Deviation | 0.9888 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.88 | |||
| Risk Adjusted Performance | (0) |
Oppenheimer Target Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Target 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 Target security.
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