Oppenheimer Moderate Investor Fund Quote
| OAMIX Fund | USD 11.21 0.09 0.81% |
PerformanceVery Weak
| Odds Of DistressLow
|
Oppenheimer Moderate is trading at 11.21 as of the 25th of March 2025; that is 0.81 percent increase since the beginning of the trading day. The fund's open price was 11.12. Oppenheimer Moderate 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 25th of December 2024 and ending today, the 25th 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 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 . More on Oppenheimer Moderate Investor
Oppenheimer Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Invesco (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Oppenheimer Moderate Investor [OAMIX] is traded in USA and was established 25th of March 2025. Oppenheimer Moderate is listed under Invesco category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Invesco family. This fund now has accumulated 1.8 B in assets with no minimum investment requirementsOppenheimer Moderate is currently producing year-to-date (YTD) return of 0.09% with the current yeild of 0.03%, while the total return for the last 3 years was 3.09%.
Check Oppenheimer Moderate 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 Moderate Investor 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 Moderate Investor Mutual Fund Constituents
| PG | Procter Gamble | Stock | Consumer Staples | |
| SPLV | Invesco SP 500 | Etf | Large Value | |
| AIR | AAR Corp | Stock | Industrials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| BAB | Invesco Taxable Municipal | Etf | Muni National Long | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| OMFL | Oppenheimer Russell 1000 | Etf | Large Blend |
Oppenheimer Moderate Risk Profiles
| Mean Deviation | 0.476 | |||
| Standard Deviation | 0.6101 | |||
| Variance | 0.3722 | |||
| Risk Adjusted Performance | (0.04) |
Oppenheimer Moderate Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Moderate 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 Moderate security.
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