Oppenheimer Moderate Invstr Fund Quote

OCMIX Fund  USD 10.88  0.06  0.55%   

Performance

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Odds Of Distress

Less than 22

 
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Oppenheimer Moderate is trading at 10.88 as of the 5th of January 2025; that is 0.55 percent up since the beginning of the trading day. The fund's open price was 10.82. Oppenheimer Moderate has about a 22 % 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 6th of December 2024 and ending today, the 5th 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 Invesco Advisers, Inc. Invesco Oppenheimer is traded on NASDAQ Exchange in the United States. More on Oppenheimer Moderate Invstr

Moving together with Oppenheimer Mutual Fund

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  0.86FBAFX American Funds AmericanPairCorr
  0.86ABALX American BalancedPairCorr
  0.86BALCX American BalancedPairCorr
  0.86BALFX American BalancedPairCorr
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Oppenheimer Mutual Fund Highlights

Fund ConcentrationAllocation--50% to 70% Equity, Invesco (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Oppenheimer Moderate Invstr [OCMIX] is traded in USA and was established 5th of January 2025. 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 8.16% with the current yeild of 0.0%, while the total return for the last 3 years was -0.57%.
Check Oppenheimer Moderate Probability Of Bankruptcy

Instrument Allocation

Top Oppenheimer Moderate Invstr Mutual Fund Constituents

CCitigroupStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
OEGIXOppenhmr Discovery MidMutual FundMid-Cap Growth
GOOGLAlphabet Inc Class AStockCommunication Services
BABInvesco Taxable MunicipalEtfMuni National Long
JPMJPMorgan Chase CoStockFinancials
OMFLOppenheimer Russell 1000EtfLarge Blend
RPGInvesco SP 500EtfLarge Growth
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Oppenheimer Moderate Risk Profiles

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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