Oppenheimer Moderate Invstr Fund Fundamentals

OYMIX Fund  USD 11.24  0.02  0.18%   
Oppenheimer Moderate Invstr fundamentals help investors to digest information that contributes to Oppenheimer Moderate'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 Moderate'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 Moderate 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 Annual Yield Analysis

Oppenheimer Moderate's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Oppenheimer Moderate Annual Yield

    
  0.01 %  
Most of Oppenheimer Moderate's fundamental indicators, such as Annual Yield, 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 Moderate Invstr is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

Oppenheimer Moderate Annual Yield Component Assessment

In accordance with the recently published financial statements, Oppenheimer Moderate Invstr has an Annual Yield of 0.0134%. This is much higher than that of the OppenheimerFunds family and significantly higher than that of the Family category. The annual yield for all United States funds is notably lower than that of the firm.

Oppenheimer Moderate Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Moderate's current stock value. Our valuation model uses many indicators to compare Oppenheimer Moderate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oppenheimer Moderate competition to find correlations between indicators driving Oppenheimer Moderate's intrinsic value. More Info.
Oppenheimer Moderate Invstr is rated below average in price to earning among similar funds. It is rated below average in one year return among similar funds reporting about  0.77  of One Year Return per Price To Earning. The ratio of Price To Earning to One Year Return for Oppenheimer Moderate Invstr is roughly  1.29 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oppenheimer Moderate by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oppenheimer Moderate'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 Moderate's earnings, one of the primary drivers of an investment's value.

Oppenheimer Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oppenheimer Moderate's direct or indirect competition against its Five 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 Moderate could also be used in its relative valuation, which is a method of valuing Oppenheimer Moderate by comparing valuation metrics of similar companies.
Oppenheimer Moderate is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for Oppenheimer Moderate

The fund invests 59.56% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (8.46%) and various exotic instruments.
Asset allocation divides Oppenheimer Moderate'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

About Oppenheimer Moderate Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Oppenheimer Moderate Invstr's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oppenheimer Moderate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oppenheimer Moderate Invstr 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 is a fund of funds, and invests its assets in other underlying mutual funds advised by Invesco Advisers, Inc. and exchange-traded funds and other pooled investment vehicles advised by Invesco Capital Management LLC or mutual funds, ETFs and other pooled investment vehicles advised by unaffiliated advisers . It may use derivatives to hedge its cash position and manage the duration of the funds portfolio, including but not limited to futures, total return swaps, and forward contracts.

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
Check out Oppenheimer Moderate Piotroski F Score and Oppenheimer Moderate Altman Z Score analysis.
You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

Complementary Tools for Oppenheimer Mutual Fund analysis

When running Oppenheimer Moderate's price analysis, check to measure Oppenheimer Moderate'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 Moderate is operating at the current time. Most of Oppenheimer Moderate's value examination focuses on studying past and present price action to predict the probability of Oppenheimer Moderate'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 Moderate's price. Additionally, you may evaluate how the addition of Oppenheimer Moderate to your portfolios can decrease your overall portfolio volatility.
FinTech Suite
Use AI to screen and filter profitable investment opportunities
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Commodity Directory
Find actively traded commodities issued by global exchanges
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Please note, there is a significant difference between Oppenheimer Moderate's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oppenheimer Moderate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oppenheimer Moderate'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.