Oppenheimer Capital Appreciation Fund Quote

OTCYX Fund  USD 86.68  0.09  0.10%   

Performance

19 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 32

 
100  
 
Zero
Below Average
Oppenheimer Capital is trading at 86.68 as of the 29th of March 2024; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 86.59. Oppenheimer Capital has about a 32 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Oppenheimer Capital Appreciation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
The fund mainly invests in common stocks of growth companies. Invesco Oppenheimer is traded on NASDAQ Exchange in the United States. More on Oppenheimer Capital Appreciation

Moving together with Oppenheimer Mutual Fund

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Oppenheimer Capital Appreciation cannot be verified against its exchange. Apparently, Oppenheimer Capital is not available for investing at the moment. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
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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 Capital's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oppenheimer Capital or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationLarge Growth, OppenheimerFunds, Large Growth, Large Growth (View all Sectors)
Update Date31st of March 2024
Oppenheimer Capital Appreciation [OTCYX] is traded in USA and was established 29th of March 2024. The fund is listed under Large Growth category and is part of OppenheimerFunds family. This fund now has accumulated 5.3 B in assets with minimum initial investment of 1 K. Oppenheimer Capital is currently producing year-to-date (YTD) return of 15.73%, while the total return for the last 3 years was 9.74%.
Check Oppenheimer Capital Probability Of Bankruptcy

Top Oppenheimer Capital Appreciation Mutual Fund Constituents

ORCLOracleStockInformation Technology
SCHWCharles Schwab CorpStockFinancials
AZOAutoZoneStockConsumer Discretionary
EBAYEBay IncStockConsumer Discretionary
BKNGBooking HoldingsStockConsumer Discretionary
VVisa Class AStockFinancials
AAPLApple IncStockInformation Technology
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Oppenheimer Capital Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Oppenheimer Capital market risk premium is the additional return an investor will receive from holding Oppenheimer Capital 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 Capital. 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 Capital's alpha and beta are two of the key measurements used to evaluate Oppenheimer Capital's performance over the market, the standard measures of volatility play an important role as well.

Oppenheimer Capital Against Markets

Picking the right benchmark for Oppenheimer Capital 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 Capital 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 Capital is critical whether you are bullish or bearish towards Oppenheimer Capital Appreciation at a given time. Please also check how Oppenheimer Capital's historical prices are related to one of the top price index indicators.

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Be your own money manager

Our tools can tell you how much better you can do entering a position in Oppenheimer Capital 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 Capital, 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 Capital. To buy Oppenheimer Capital fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Oppenheimer Capital. 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 Capital fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Oppenheimer Capital Appreciation 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 Capital Appreciation 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 Capital Appreciation, 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 Capital Appreciation?

The danger of trading Oppenheimer Capital Appreciation 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 Capital 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 Capital. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oppenheimer Capital 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 Capital Appreciation. 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 manufacturing.
You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.

Complementary Tools for Oppenheimer Mutual Fund analysis

When running Oppenheimer Capital's price analysis, check to measure Oppenheimer Capital'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 Capital is operating at the current time. Most of Oppenheimer Capital's value examination focuses on studying past and present price action to predict the probability of Oppenheimer Capital'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 Capital's price. Additionally, you may evaluate how the addition of Oppenheimer Capital to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Oppenheimer Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oppenheimer Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oppenheimer Capital'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.