Oppenheimer Target Fund Manager Performance Evaluation
| OTFCX Fund | USD 38.30 0.49 1.30% |
The fund holds a Beta of 0.48, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Oppenheimer Target's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oppenheimer Target is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Oppenheimer Target are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Oppenheimer Target showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Soross fund goes for this legacy automaker and sells off Tesla and Rivian stakes - MarketWatch | 11/14/2025 |
2 | Exclusive Bill Ackman Eyes Simultaneous Public Offerings of Firm and New Fund - The Wall Street Journal | 11/21/2025 |
3 | Vanguard to Offer Target-Date Funds That Contain Annuities - Barrons | 12/03/2025 |
4 | Rachel Reeves budget havoc triggered 3bn funds sell-off - The Times | 12/04/2025 |
| Expense Ratio Date | 19th of December 2025 | |
| Expense Ratio | 1.7000 |
Oppenheimer |
Oppenheimer Target Relative Risk vs. Return Landscape
If you would invest 2,898 in Oppenheimer Target on October 31, 2025 and sell it today you would earn a total of 932.00 from holding Oppenheimer Target or generate 32.16% return on investment over 90 days. Oppenheimer Target is currently producing 0.5666% returns and takes up 5.0118% volatility of returns over 90 trading days. Put another way, 45% of traded mutual funds are less volatile than Oppenheimer, and 89% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oppenheimer Target Current Valuation
Undervalued
Today
Please note that Oppenheimer Target's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Oppenheimer Target holds a recent Real Value of $39.99 per share. The prevailing price of the fund is $38.3. We determine the value of Oppenheimer Target 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 Target is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer Target'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 38.3 | Real 39.99 | Hype 38.3 | Naive 38.49 |
The intrinsic value of Oppenheimer Target'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 Target'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.
Estimating the potential upside or downside of Oppenheimer Target 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 Target more accurately as focusing exclusively on Oppenheimer Target's fundamentals will not take into account other important factors: Oppenheimer Target 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 38.30 | 90 days | 38.30 | about 9.17 |
Based on a normal probability distribution, the odds of Oppenheimer Target to move above the current price in 90 days from now is about 9.17 (This Oppenheimer Target 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 Oppenheimer Target has a beta of 0.48. This indicates as returns on the market go up, Oppenheimer Target average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Oppenheimer Target will be expected to be much smaller as well. Additionally Oppenheimer Target has an alpha of 0.5398, implying that it can generate a 0.54 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Oppenheimer Target Price Density |
| Price |
Predictive Modules for Oppenheimer Target
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 Target. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Oppenheimer Target's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Oppenheimer Target Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Oppenheimer Target is not an exception. The market had few large corrections towards the Oppenheimer Target'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 Target, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Oppenheimer Target within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.54 | |
β | Beta against Dow Jones | 0.48 | |
σ | Overall volatility | 4.90 | |
Ir | Information ratio | 0.11 |
Oppenheimer Target 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 Target for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Oppenheimer Target can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Oppenheimer Target is way too risky over 90 days horizon | |
| Oppenheimer Target appears to be risky and price may revert if volatility continues | |
| Latest headline from news.google.com: Berkshire Hathaway Will Lose Its Biggest Mutual-Fund Fan With Danoffs Retirement - Barrons | |
| The fund maintains 99.49% of its assets in stocks |
Oppenheimer Target Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Target, and Oppenheimer Target 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.
| Price To Earning | 1.06 X | |||
| Price To Book | 4.05 X | |||
| Price To Sales | 2.74 X | |||
| Total Asset | 162.72 M | |||
About Oppenheimer Target Performance
Evaluating Oppenheimer Target's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Target 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 Target 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 mainly invests in common stocks of growth companies. Growth companies are companies that the portfolio managers expect to have above-average growth rates. Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of large-cap issuers,and in derivatives and other instruments that have economic characteristics similar to such securities. It is non-diversified.Things to note about Oppenheimer Target performance evaluation
Checking the ongoing alerts about Oppenheimer Target for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Target help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oppenheimer Target is way too risky over 90 days horizon | |
| Oppenheimer Target appears to be risky and price may revert if volatility continues | |
| Latest headline from news.google.com: Berkshire Hathaway Will Lose Its Biggest Mutual-Fund Fan With Danoffs Retirement - Barrons | |
| The fund maintains 99.49% of its assets in stocks |
- Analyzing Oppenheimer Target'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 Target's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer Target'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 Target's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Target's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer Target's mutual fund. These opinions can provide insight into Oppenheimer Target's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |