Oppenheimer Main Street fundamentals help investors to digest information that contributes to Oppenheimer Main'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 Main'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 Main mutual fund.This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
Oppenheimer One Year Return Analysis
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Oppenheimer Main One Year Return Component Assessment
Based on the recorded statements, Oppenheimer Main Street has an One Year Return of 0.24%. This is much higher than that of the Invesco family and significantly higher than that of the Small Blend category. The one year return for all United States funds is notably lower than that of the firm.
Oppenheimer One Year Return Peer ComparisonStock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oppenheimer Main's direct or indirect competition against its One Year Return 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 Main could also be used in its relative valuation, which is a method of valuing Oppenheimer Main by comparing valuation metrics of similar companies.
Fund Asset Allocation for Oppenheimer MainThe fund consists of 98.59% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Oppenheimer Main'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.
About Oppenheimer Main Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oppenheimer Main Street's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oppenheimer Main using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oppenheimer Main Street 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 normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in securities of small-cap companies. Invesco Oppenheimer is traded on NASDAQ Exchange in the United States.
Be your own money managerOur tools can tell you how much better you can do entering a position in Oppenheimer Main 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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Becoming a Better Investor with MacroaxisMacroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Oppenheimer Main Street 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.
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Check out Oppenheimer Main Piotroski F Score and Oppenheimer Main Altman Z Score analysis. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Complementary Tools for Oppenheimer Mutual Fund analysis
When running Oppenheimer Main's price analysis, check to measure Oppenheimer Main'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 Main is operating at the current time. Most of Oppenheimer Main's value examination focuses on studying past and present price action to predict the probability of Oppenheimer Main'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 Main's price. Additionally, you may evaluate how the addition of Oppenheimer Main to your portfolios can decrease your overall portfolio volatility.