Oppenheimer Ultra Short Duration Fund Fundamentals
Oppenheimer Ultra Short Duration fundamentals help investors to digest information that contributes to Oppenheimer Ultra's financial success or failures. It also enables traders to predict the movement of Oppenheimer Mutual Fund. The fundamental analysis module provides a way to measure Oppenheimer Ultra's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Oppenheimer Ultra mutual fund.
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Oppenheimer Ultra Short Duration Mutual Fund One Year Return Analysis
Oppenheimer Ultra's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Oppenheimer Ultra One Year Return | 2.39 % |
Most of Oppenheimer Ultra's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oppenheimer Ultra Short Duration is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Oppenheimer Ultra Short Duration has an One Year Return of 2.39%. This is much higher than that of the Invesco family and significantly higher than that of the Ultrashort Bond category. The one year return for all United States funds is notably lower than that of the firm.
Oppenheimer Ultra Short Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Ultra's current stock value. Our valuation model uses many indicators to compare Oppenheimer Ultra value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oppenheimer Ultra competition to find correlations between indicators driving Oppenheimer Ultra's intrinsic value. More Info.Oppenheimer Ultra Short Duration is number one fund in one year return among similar funds. It also is number one fund in three year return among similar funds reporting about 0.87 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Oppenheimer Ultra Short Duration is roughly 1.14 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oppenheimer Ultra's earnings, one of the primary drivers of an investment's value.Oppenheimer One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oppenheimer Ultra's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Oppenheimer Ultra could also be used in its relative valuation, which is a method of valuing Oppenheimer Ultra by comparing valuation metrics of similar companies.Oppenheimer Ultra is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Oppenheimer Ultra
The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in bonds.Asset allocation divides Oppenheimer Ultra's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Oppenheimer Fundamentals
| Total Asset | 39.24 M | |||
| One Year Return | 2.39 % | |||
| Three Year Return | 2.09 % | |||
| Five Year Return | 1.87 % | |||
| Net Asset | 39.24 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 89.85 % | |||
| Bond Positions Weight | 10.15 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Other Consideration for investing in Oppenheimer Mutual Fund
If you are still planning to invest in Oppenheimer Ultra Short check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Oppenheimer Ultra's history and understand the potential risks before investing.
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