Oppenheimer Discovery Mid Fund Quote
| OEGAX Fund | USD 24.98 0.10 0.40% |
PerformanceVery Weak
| Odds Of DistressLow
|
Oppenheimer Discovery is trading at 24.98 as of the 22nd of March 2025; that is 0.4% down since the beginning of the trading day. The fund's open price was 25.08. Oppenheimer Discovery 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 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund mainly invests in common stocks of U.S. companies that the portfolio managers expect to have above-average growth rates. It seeks to invest in newer companies or in more established companies that are in the early growth phase of their business cycle, which is typically marked by above average growth rates. More on Oppenheimer Discovery Mid
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Oppenheimer Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Invesco, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Oppenheimer Discovery Mid [OEGAX] is traded in USA and was established 22nd of March 2025. Oppenheimer Discovery is listed under Invesco category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Invesco family. This fund now has accumulated 5.74 B in assets with no minimum investment requirementsOppenheimer Discovery Mid is currently producing year-to-date (YTD) return of 3.3%, while the total return for the last 3 years was 3.88%.
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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 Discovery Mid 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 Discovery Mid Mutual Fund Constituents
| LRCX | Lam Research Corp | Stock | Information Technology | |
| WCN | Waste Connections | Stock | Industrials | |
| LULU | Lululemon Athletica | Stock | Consumer Discretionary | |
| ROK | Rockwell Automation | Stock | Industrials | |
| MASI | Masimo | Stock | Health Care | |
| NOW | ServiceNow | Stock | Information Technology | |
| CMG | Chipotle Mexican Grill | Stock | Consumer Discretionary | |
| BFAM | Bright Horizons Family | Stock | Consumer Discretionary |
Oppenheimer Discovery Mid Risk Profiles
| Mean Deviation | 1.27 | |||
| Standard Deviation | 1.63 | |||
| Variance | 2.65 | |||
| Risk Adjusted Performance | (0.13) |
Oppenheimer Discovery Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Discovery 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 Discovery security.
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