Oppenheimer Value C Fund Quote
| CGRCX Fund | USD 31.72 0.03 0.09% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Oppenheimer Value is trading at 31.72 as of the 25th of April 2024; that is -0.09 percent decrease since the beginning of the trading day. The fund's open price was 31.75. Oppenheimer Value has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Oppenheimer Value C are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in common stocks, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest up to 25 percent of its net assets in securities of foreign issuers, which may include securities of issuers located in emerging markets countries and depositary receipts. More on Oppenheimer Value C
Moving together with Oppenheimer Mutual Fund
| 0.88 | OARDX | Oppenheimer Rising | PairCorr |
| 0.84 | AMHYX | Invesco High Yield | PairCorr |
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 Value's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oppenheimer Value or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Invesco Funds, Large Value Funds, Large Value, Invesco (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 26th of August 2022 |
| Fiscal Year End | April |
Oppenheimer Value C [CGRCX] is traded in USA and was established 25th of April 2024. Oppenheimer Value is listed under Invesco category by Fama And French industry classification. The fund is listed under Large Value category and is part of Invesco family. This fund currently has accumulated 730.25 M in assets under management (AUM) with no minimum investment requirementsOppenheimer Value is currently producing year-to-date (YTD) return of 5.08% with the current yeild of 0.01%, while the total return for the last 3 years was 8.94%.
Check Oppenheimer Value Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oppenheimer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oppenheimer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oppenheimer Value C Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Oppenheimer Value C Mutual Fund Constituents
| LMT | Lockheed Martin | Stock | Industrials |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| T | ATT Inc | Stock | Communication Services |
| EIX | Edison International | Stock | Utilities |
| INTC | Intel | Stock | Information Technology |
| CMCSA | Comcast Corp | Stock | Communication Services |
| ANTM | Anthem Inc | Stock | Healthcare Plans |
Oppenheimer Value Target Price Odds Analysis
Based on a normal probability distribution, the odds of Oppenheimer Value jumping above the current price in 90 days from now is about 13.06%. The Oppenheimer Value C probability density function shows the probability of Oppenheimer Value mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Oppenheimer Value has a beta of 0.8629 suggesting Oppenheimer Value C market returns are sensitive to returns on the market. As the market goes up or down, Oppenheimer Value is expected to follow. Additionally, oppenheimer Value C has an alpha of 0.0298, implying that it can generate a 0.0298 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Oppenheimer Value to move above the current price in 90 days from now is about 13.06 (This Oppenheimer Value C probability density function shows the probability of Oppenheimer Mutual Fund to fall within a particular range of prices over 90 days) .
Oppenheimer Value Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Oppenheimer Value market risk premium is the additional return an investor will receive from holding Oppenheimer Value 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 Value. 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 Value's alpha and beta are two of the key measurements used to evaluate Oppenheimer Value's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.452 | |||
| Semi Deviation | 0.6086 | |||
| Standard Deviation | 0.6297 | |||
| Variance | 0.3965 |
Oppenheimer Value Against Markets
Picking the right benchmark for Oppenheimer Value 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 Value 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 Value is critical whether you are bullish or bearish towards Oppenheimer Value C at a given time. Please also check how Oppenheimer Value'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 Value 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.Did you try this?
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Portfolio AnalyzerPortfolio analysis module that provides access to portfolio diagnostics and optimization engine |
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How to buy Oppenheimer Mutual Fund?
Before investing in Oppenheimer Value, 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 Value. To buy Oppenheimer Value fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Oppenheimer Value. 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 Value fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Oppenheimer Value C 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 Value C 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 Value C, 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 Value C?
The danger of trading Oppenheimer Value C 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 Value 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 Value. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oppenheimer Value 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 Trending Equities to better understand how to build diversified portfolios, which includes a position in Oppenheimer Value C. 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 Value information on this page should be used as a complementary analysis to other Oppenheimer Value'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 Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.