Oppenheimer Roc Ca Fund Quote

OCACX Fund  USD 8.06  0.01  0.12%   

Performance

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Odds Of Distress

Less than 44

 
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Oppenheimer Roc is trading at 8.06 as of the 29th of March 2024; that is -0.12 percent decrease since the beginning of the trading day. The fund's open price was 8.07. Oppenheimer Roc has about a 44 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Oppenheimer Roc Ca are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. Click here to learn more.
Under normal market conditions, and as a fundamental policy, the fund invests at least 80 percent of its net assets in securities the income from which, in the opinion of counsel to the issuer of each security, is exempt from regular federal individual and, as applicable, the funds state income tax. More on Oppenheimer Roc Ca

Moving together with Oppenheimer Mutual Fund

  0.98FCAVX Franklin CaliforniaPairCorr
  0.98FKTQX Franklin CaliforniaPairCorr
  0.97FRCTX Franklin CaliforniaPairCorr
  0.97FKTFX Franklin CaliforniaPairCorr
  0.97FTFQX Franklin CaliforniaPairCorr
  0.97VCITX Vanguard CaliforniaPairCorr
  0.98VCLAX Vanguard CaliforniaPairCorr

Oppenheimer Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Oppenheimer Roc's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oppenheimer Roc or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationMuni California Long, Invesco (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date28th of June 2023
Fiscal Year EndFebruary
Oppenheimer Roc Ca [OCACX] is traded in USA and was established 29th of March 2024. The fund is listed under Muni California Long category and is part of Invesco family. This fund now has accumulated 2.02 B in assets with no minimum investment requirementsOppenheimer Roc Ca is currently producing year-to-date (YTD) return of 0.17% with the current yeild of 0.0%, while the total return for the last 3 years was -1.25%.
Check Oppenheimer Roc Probability Of Bankruptcy

Instrument Allocation

Oppenheimer Roc Ca Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Oppenheimer Roc market risk premium is the additional return an investor will receive from holding Oppenheimer Roc long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Oppenheimer Roc. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Oppenheimer Roc's alpha and beta are two of the key measurements used to evaluate Oppenheimer Roc's performance over the market, the standard measures of volatility play an important role as well.

Oppenheimer Roc Against Markets

Picking the right benchmark for Oppenheimer Roc mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Oppenheimer Roc mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Oppenheimer Roc is critical whether you are bullish or bearish towards Oppenheimer Roc Ca at a given time. Please also check how Oppenheimer Roc's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Oppenheimer Roc without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Oppenheimer Mutual Fund?

Before investing in Oppenheimer Roc, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Oppenheimer Roc. To buy Oppenheimer Roc fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Oppenheimer Roc. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Oppenheimer Roc fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Oppenheimer Roc Ca fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Oppenheimer Roc Ca fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Oppenheimer Roc Ca, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Oppenheimer Roc Ca?

The danger of trading Oppenheimer Roc Ca is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Oppenheimer Roc is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Oppenheimer Roc. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oppenheimer Roc Ca is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oppenheimer Roc Ca. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
Note that the Oppenheimer Roc Ca information on this page should be used as a complementary analysis to other Oppenheimer Roc's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.

Complementary Tools for Oppenheimer Mutual Fund analysis

When running Oppenheimer Roc's price analysis, check to measure Oppenheimer Roc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oppenheimer Roc is operating at the current time. Most of Oppenheimer Roc's value examination focuses on studying past and present price action to predict the probability of Oppenheimer Roc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oppenheimer Roc's price. Additionally, you may evaluate how the addition of Oppenheimer Roc to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Oppenheimer Roc's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oppenheimer Roc is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oppenheimer Roc's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.