Oppenheimer Global Multi Asset Fund Quote

QMGYX Fund  USD 10.91  0.12  1.11%   

Performance

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Odds Of Distress

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Oppenheimer Global is trading at 10.91 as of the 24th of April 2024; that is 1.11 percent up since the beginning of the trading day. The fund's open price was 10.79. Oppenheimer Global has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Oppenheimer Global Multi Asset are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing mainly in a broad range of international equity securities and other types of investments, including derivatives. Invesco Oppenheimer is traded on NASDAQ Exchange in the United States. More on Oppenheimer Global Multi Asset

Moving together with Oppenheimer Mutual Fund

  0.84VGTSX Vanguard Total InterPairCorr
  0.84VTIAX Vanguard Total InterPairCorr
  0.84VTSNX Vanguard Total InterPairCorr
  0.84VTPSX Vanguard Total InterPairCorr
  0.84VTISX Vanguard Total InterPairCorr
  0.85VTMGX Vanguard DevelopedPairCorr
  0.85VDVIX Vanguard DevelopedPairCorr

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 Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oppenheimer Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationForeign Large Blend, OppenheimerFunds (View all Sectors)
Update Date31st of March 2024
Oppenheimer Global Multi Asset [QMGYX] is traded in USA and was established 24th of April 2024. The fund is listed under Foreign Large Blend category and is part of OppenheimerFunds family. This fund at this time has accumulated 72.68 M in assets with no minimum investment requirementsOppenheimer Global is currently producing year-to-date (YTD) return of 1.52% with the current yeild of 0.05%, while the total return for the last 3 years was -1.25%.
Check Oppenheimer Global Probability Of Bankruptcy

Instrument Allocation

Top Oppenheimer Global Multi Asset Mutual Fund Constituents

MCMoelis CoStockFinancials
GOOGLAlphabet Inc Class AStockCommunication Services
ETEnergy Transfer LPStockEnergy
BABAAlibaba Group HoldingStockConsumer Discretionary
CCitigroupStockFinancials
ROGRogersStockInformation Technology
PRUPrudential FinancialStockFinancials
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Oppenheimer Global Risk Profiles

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

Oppenheimer Global Against Markets

Picking the right benchmark for Oppenheimer Global 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 Global 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 Global is critical whether you are bullish or bearish towards Oppenheimer Global Multi Asset at a given time. Please also check how Oppenheimer Global'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 Global 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 Global, 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 Global. To buy Oppenheimer Global fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Oppenheimer Global. 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 Global fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Oppenheimer Global Multi Asset 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 Global Multi Asset 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 Global Multi Asset, 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 Global Multi Asset?

The danger of trading Oppenheimer Global Multi Asset 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 Global 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 Global. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oppenheimer Global 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 Global Multi Asset. 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 Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
Please note, there is a significant difference between Oppenheimer Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oppenheimer Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oppenheimer Global'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.