Oppenheimer Active Allctn Fund Quote

OAAAX Fund  USD 13.44  0.20  1.51%   

Performance

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Odds Of Distress

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Oppenheimer Active is trading at 13.44 as of the 15th of March 2025; that is 1.51 percent up since the beginning of the trading day. The fund's open price was 13.24. Oppenheimer Active has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 15th of December 2024 and ending today, the 15th of March 2025. Click here to learn more.
The fund is a fund of funds, and invests its assets in other underlying mutual funds advised by the Adviser and exchange-traded funds and other pooled investment vehicles advised by Invesco Capital or mutual funds, ETFs and other pooled investment vehicles advised by unaffiliated advisers . More on Oppenheimer Active Allctn

Moving together with Oppenheimer Mutual Fund

  0.83OARDX Oppenheimer RisingPairCorr

Oppenheimer Mutual Fund Highlights

Fund ConcentrationInvesco Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Invesco (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Oppenheimer Active Allctn [OAAAX] is traded in USA and was established 15th of March 2025. Oppenheimer Active is listed under Invesco category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Invesco family. This fund now has accumulated 1.91 B in assets with no minimum investment requirementsOppenheimer Active Allctn is currently producing year-to-date (YTD) return of 0.37% with the current yeild of 0.02%, while the total return for the last 3 years was 5.11%.
Check Oppenheimer Active 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 Active Allctn 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 Active Allctn Mutual Fund Constituents

GOOGLAlphabet Inc Class AStockCommunication Services
MAMastercardStockFinancials
ODVIXOppenheimer Developing MarketsMutual FundDiversified Emerging Mkts
XSLVInvesco SP SmallCapEtfSmall Blend
OSSIXOppenheimer Main StreetMutual FundSmall Blend
AMZNAmazon IncStockConsumer Discretionary
OIBIXOppenheimer Intl BdMutual FundWorld Bond
BABAAlibaba Group HoldingStockConsumer Discretionary
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Oppenheimer Active Allctn Risk Profiles

Oppenheimer Active Against Markets

Other Information on Investing in Oppenheimer Mutual Fund

Oppenheimer Active 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 Active security.
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