Oppenheimer Global Financials
| QGRIX Fund | USD 19.61 0.09 0.46% |
Oppenheimer |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Oppenheimer Global Fund Summary
Oppenheimer Global competes with Dws Global, Morningstar Global, Investec Global, Rbb Fund, and Siit Global. 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.Specialization | World Allocation, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | AIM Investment Funds |
| Mutual Fund Family | OppenheimerFunds |
| Mutual Fund Category | World Allocation |
| Benchmark | Dow Jones Industrial |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
Oppenheimer Global Key Financial Ratios
Oppenheimer Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Global's current stock value. Our valuation model uses many indicators to compare Oppenheimer Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oppenheimer Global competition to find correlations between indicators driving Oppenheimer Global's intrinsic value. More Info.Oppenheimer Global Allocation is rated top fund in price to earning among similar funds. It also 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 Global Allocation is roughly 8.21 . 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 Global's earnings, one of the primary drivers of an investment's value.Oppenheimer Global Systematic Risk
Oppenheimer Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oppenheimer Global volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Oppenheimer Global correlated with the market. If Beta is less than 0 Oppenheimer Global generally moves in the opposite direction as compared to the market. If Oppenheimer Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oppenheimer Global is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oppenheimer Global is generally in the same direction as the market. If Beta > 1 Oppenheimer Global moves generally in the same direction as, but more than the movement of the benchmark.
Oppenheimer Global Thematic Clasifications
Oppenheimer Global Allocation is part of Large Blend Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with large capitalization growth and value instruments. Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies
This theme covers Funds with large capitalization growth and value instruments. Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies. Get More Thematic Ideas
Oppenheimer Global Allocation is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of World Allocation category is currently estimated at about 5.08 Billion. Oppenheimer Global totals roughly 1.55 Billion in net asset claiming about 31% of World Allocation category.| Large Blend Funds | View |
Oppenheimer Global March 18, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oppenheimer Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oppenheimer Global Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oppenheimer Global Allocation based on widely used predictive technical indicators. In general, we focus on analyzing Oppenheimer Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oppenheimer Global's daily price indicators and compare them against related drivers.
| Information Ratio | 0.114 | |||
| Maximum Drawdown | 2.72 | |||
| Value At Risk | (0.95) | |||
| Potential Upside | 0.7161 |
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Global financial ratios help investors to determine whether Oppenheimer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oppenheimer with respect to the benefits of owning Oppenheimer Global security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |