Oppenheimer Main Street Fund Manager Performance Evaluation

OSSIX Fund  USD 23.86  0.32  1.36%   
The fund holds a Beta of 1.43, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Oppenheimer Main will likely underperform.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Oppenheimer Main Street are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Oppenheimer Main showed solid returns over the last few months and may actually be approaching a breakup point.
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Oppenheimer Main Relative Risk vs. Return Landscape

If you would invest  2,016  in Oppenheimer Main Street on November 5, 2025 and sell it today you would earn a total of  370.00  from holding Oppenheimer Main Street or generate 18.35% return on investment over 90 days. Oppenheimer Main Street is currently producing 0.2924% returns and takes up 1.5286% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Oppenheimer, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Oppenheimer Main is expected to generate 2.01 times more return on investment than the market. However, the company is 2.01 times more volatile than its market benchmark. It trades about 0.19 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.1 per unit of risk.

Oppenheimer Main Current Valuation

Undervalued
Today
23.86
Please note that Oppenheimer Main's price fluctuation is slightly risky at this time. At this time, the fund appears to be undervalued. Oppenheimer Main Street holds a recent Real Value of $3.24 per share. The prevailing price of the fund is $23.86. We determine the value of Oppenheimer Main Street from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Oppenheimer Main is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer Main's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  23.86 Real  3.24 Hype  0.0 Naive  23.67
The intrinsic value of Oppenheimer Main's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Oppenheimer Main's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
3.24
Real Value
4.76
Upside
Estimating the potential upside or downside of Oppenheimer Main Street helps investors to forecast how Oppenheimer mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Oppenheimer Main more accurately as focusing exclusively on Oppenheimer Main's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
22.6423.6624.68
Details
Hype
Prediction
LowEstimatedHigh
0.000.001.52
Details
Naive
Forecast
LowNext ValueHigh
22.1523.6725.19
Details
Below is the normalized historical share price chart for Oppenheimer Main Street extending back to May 17, 2013. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Oppenheimer Main stands at 23.86, as last reported on the 3rd of February, with the highest price reaching 23.86 and the lowest price hitting 23.86 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

Oppenheimer Main Target Price Odds to finish over Current Price

The tendency of Oppenheimer Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 23.86 90 days 23.86 
about 13.05
Based on a normal probability distribution, the odds of Oppenheimer Main to move above the current price in 90 days from now is about 13.05 (This Oppenheimer Main Street probability density function shows the probability of Oppenheimer Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.43 . This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Oppenheimer Main will likely underperform. Additionally Oppenheimer Main Street has an alpha of 0.164, implying that it can generate a 0.16 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Oppenheimer Main Price Density   
       Price  

Predictive Modules for Oppenheimer Main

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Oppenheimer Main Street. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
0.000.001.52
Details
Intrinsic
Valuation
LowRealHigh
0.163.244.76
Details
Naive
Forecast
LowNextHigh
22.1523.6725.19
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
22.6423.6624.68
Details

Oppenheimer Main Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Oppenheimer Main is not an exception. The market had few large corrections towards the Oppenheimer Main's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Oppenheimer Main Street, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Oppenheimer Main within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.16
β
Beta against Dow Jones1.43
σ
Overall volatility
1.61
Ir
Information ratio 0.12

Oppenheimer Main Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Oppenheimer Main for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Oppenheimer Main Street can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund maintains 98.59% of its assets in stocks

Oppenheimer Main Fundamentals Growth

Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Main, and Oppenheimer Main fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Oppenheimer Mutual Fund performance.

About Oppenheimer Main Performance

Evaluating Oppenheimer Main's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Main has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Oppenheimer Main has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in securities of small-cap companies. The funds manager considers a small-cap company to be one that has a market capitalization within the range of market capitalizations of the largest and smallest capitalized companies included in the Russell 2000 Index. The fund primarily invests in common stock but may also invest in other types of securities such as real estate investment trusts or other securities that are consistent with its investment objective.

Things to note about Oppenheimer Main Street performance evaluation

Checking the ongoing alerts about Oppenheimer Main for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Main Street help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 98.59% of its assets in stocks
Evaluating Oppenheimer Main's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oppenheimer Main's mutual fund performance include:
  • Analyzing Oppenheimer Main's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Oppenheimer Main's stock is overvalued or undervalued compared to its peers.
  • Examining Oppenheimer Main's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Oppenheimer Main's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Main's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Oppenheimer Main's mutual fund. These opinions can provide insight into Oppenheimer Main's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Oppenheimer Main's mutual fund performance is not an exact science, and many factors can impact Oppenheimer Main's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Oppenheimer Mutual Fund

Oppenheimer Main 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 Main security.
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