Oppenheimer Gbl Alloc Fund Fundamentals
| QGRYX Fund | USD 18.40 0.01 0.05% |
Oppenheimer Gbl Alloc fundamentals help investors to digest information that contributes to Oppenheimer Gbl's financial success or failures. It also enables traders to predict the movement of Oppenheimer Mutual Fund. The fundamental analysis module provides a way to measure Oppenheimer Gbl's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Oppenheimer Gbl mutual fund.
Oppenheimer |
Oppenheimer Gbl Alloc Mutual Fund Price To Earning Analysis
Oppenheimer Gbl's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Current Oppenheimer Gbl Price To Earning | 18.79 X |
Most of Oppenheimer Gbl's fundamental indicators, such as Price To Earning, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oppenheimer Gbl Alloc is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Oppenheimer Gbl Alloc has a Price To Earning of 18.79 times. This is 175.92% higher than that of the OppenheimerFunds family and significantly higher than that of the World Allocation category. The price to earning for all United States funds is notably lower than that of the firm.
Oppenheimer Gbl Alloc Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Gbl's current stock value. Our valuation model uses many indicators to compare Oppenheimer Gbl value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oppenheimer Gbl competition to find correlations between indicators driving Oppenheimer Gbl's intrinsic value. More Info.Oppenheimer Gbl Alloc is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Oppenheimer Gbl Alloc is roughly 8.21 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oppenheimer Gbl by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oppenheimer Gbl's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oppenheimer Gbl's earnings, one of the primary drivers of an investment's value.Oppenheimer Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oppenheimer Gbl's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Oppenheimer Gbl could also be used in its relative valuation, which is a method of valuing Oppenheimer Gbl by comparing valuation metrics of similar companies.Oppenheimer Gbl is currently under evaluation in price to earning among similar funds.
Fund Asset Allocation for Oppenheimer Gbl
The fund invests 53.6% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (23.02%) , cash (20.88%) and various exotic instruments.Asset allocation divides Oppenheimer Gbl's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Oppenheimer Fundamentals
| Price To Earning | 18.79 X | ||||
| Price To Book | 2.29 X | ||||
| Price To Sales | 1.60 X | ||||
| Total Asset | 1.42 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 1.30 % | ||||
| One Year Return | 8.03 % | ||||
| Three Year Return | 0.80 % | ||||
| Five Year Return | 5.73 % | ||||
| Ten Year Return | 5.40 % | ||||
| Net Asset | 1.55 B | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 20.88 % | ||||
| Equity Positions Weight | 53.60 % | ||||
| Bond Positions Weight | 23.02 % |
About Oppenheimer Gbl Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oppenheimer Gbl Alloc's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oppenheimer Gbl using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oppenheimer Gbl Alloc based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund allocates its assets among equity securities, fixed-income securities, and various other types of investments, including ETFs, from all over the world. Generally, there are no geographic restrictions on where the fund may invest and no restrictions on the amount of the funds assets that can be invested in either U.S. or foreign securities, including securities of issuers in developing and emerging markets. The fund may invest in debt securities of any kind and of varying duration and maturities. It may invest in below-investment-grade debt securities, including distressed securities.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Oppenheimer Gbl in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Oppenheimer Gbl's short interest history, or implied volatility extrapolated from Oppenheimer Gbl options trading.
Becoming a Better Investor with Macroaxis
Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Oppenheimer Gbl Alloc using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
Align your risk with return expectations
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oppenheimer Gbl Alloc. 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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.