Oppenheimer Aggrssv Invstr Fund Quote
| OAAIX Fund | USD 14.38 0.07 0.49% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Oppenheimer Aggrssv is trading at 14.38 as of the 6th of January 2025; that is 0.49 percent up since the beginning of the trading day. The fund's open price was 14.31. Oppenheimer Aggrssv 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 7th of December 2024 and ending today, the 6th of January 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 Aggrssv Invstr
Moving together with Oppenheimer Mutual Fund
Oppenheimer Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Invesco (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Oppenheimer Aggrssv Invstr [OAAIX] is traded in USA and was established 6th of January 2025. Oppenheimer Aggrssv is listed under Invesco category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Invesco family. This fund now has accumulated 778.71 M in assets with minimum initial investment of 1 K. Oppenheimer Aggrssv is currently producing year-to-date (YTD) return of 0.85% with the current yeild of 0.01%, while the total return for the last 3 years was 1.03%.
Check Oppenheimer Aggrssv 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 Aggrssv Invstr 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 Aggrssv Invstr Mutual Fund Constituents
| SPLV | Invesco SP 500 | Etf | Large Value | |
| OIGIX | Oppenheimer International Growth | Mutual Fund | Foreign Large Growth | |
| MSFT | Microsoft | Stock | Information Technology | |
| DIS | Walt Disney | Stock | Communication Services | |
| C | Citigroup | Stock | Financials | |
| IZISX | Invesco International Companies | Mutual Fund | Foreign Large Growth | |
| MA | Mastercard | Stock | Financials | |
| RPG | Invesco SP 500 | Etf | Large Growth |
Oppenheimer Aggrssv Risk Profiles
| Mean Deviation | 0.6031 | |||
| Standard Deviation | 0.9785 | |||
| Variance | 0.9575 | |||
| Risk Adjusted Performance | (0.05) |
Oppenheimer Aggrssv Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Aggrssv 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 Aggrssv security.
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