Oppenheimer Global Allocation Fund Quote
| QGRIX Fund | USD 19.80 0.02 0.10% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Oppenheimer Global is trading at 19.80 as of the 24th of November 2024; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 19.78. Oppenheimer Global 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. Equity ratings for Oppenheimer Global Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.
The fund allocates its assets among equity securities, fixed-income securities, and various other types of investments, including ETFs, from all over the world. Generally, there are no geographic restrictions on where the fund may invest and no restrictions on the amount of the funds assets that can be invested in either U.S. More on Oppenheimer Global Allocation
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Oppenheimer Mutual Fund Highlights
| Fund Concentration | OppenheimerFunds Funds, Large Blend Funds, World Allocation Funds, World Allocation, OppenheimerFunds (View all Sectors) |
| Update Date | 30th of September 2024 |
Oppenheimer Global Allocation [QGRIX] is traded in USA and was established 24th of November 2024. Oppenheimer Global is listed under OppenheimerFunds category by Fama And French industry classification. The fund is listed under World Allocation category and is part of OppenheimerFunds family. This fund at this time has accumulated 1.55 B in assets with no minimum investment requirementsOppenheimer Global is currently producing year-to-date (YTD) return of 6.66% with the current yeild of 0.03%, while the total return for the last 3 years was 0.65%.
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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 Global Allocation 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 Global Allocation Mutual Fund Constituents
| EADSF | Airbus Group SE | Pink Sheet | Aerospace & Defense | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PCY | Invesco Emerging Markets | Etf | Emerging Markets Bond | |
| OMFS | Oppenheimer Russell 2000 | Etf | Small Blend | |
| OMFL | Oppenheimer Russell 1000 | Etf | Large Blend | |
| IMFL | Invesco International Developed | Etf | Foreign Large Blend |
Oppenheimer Global Risk Profiles
| Mean Deviation | 0.3528 | |||
| Semi Deviation | 0.4321 | |||
| Standard Deviation | 0.46 | |||
| Variance | 0.2116 |
Oppenheimer Global Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Global 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 Global security.
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