Oppenhemier Cnsrvtv Invstr Fund Quote
| OYCIX Fund | USD 9.08 0.01 0.11% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Oppenhemier Cnsrvtv is trading at 9.08 as of the 4th of December 2024; that is 0.11 percent down since the beginning of the trading day. The fund's open price was 9.09. Oppenhemier Cnsrvtv has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Oppenhemier Cnsrvtv Invstr are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. 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 Oppenhemier Cnsrvtv Invstr
Moving together with Oppenhemier Mutual Fund
Oppenhemier Mutual Fund Highlights
| Fund Concentration | OppenheimerFunds Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, OppenheimerFunds (View all Sectors) |
| Update Date | 31st of December 2024 |
Oppenhemier Cnsrvtv Invstr [OYCIX] is traded in USA and was established 4th of December 2024. Oppenhemier Cnsrvtv is listed under OppenheimerFunds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of OppenheimerFunds family. This fund now has accumulated 589.21 M in assets with no minimum investment requirementsOppenhemier Cnsrvtv is currently producing year-to-date (YTD) return of 6.69% with the current yeild of 0.03%, while the total return for the last 3 years was -0.68%.
Check Oppenhemier Cnsrvtv 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 Oppenhemier 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 Oppenhemier 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 Oppenhemier Cnsrvtv 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 Oppenhemier Cnsrvtv Invstr Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AGVSX | Invesco Government | Mutual Fund | Nontraditional Bond | |
| BAB | Invesco Taxable Municipal | Etf | Long-Term Bond | |
| CPBFX | Invesco E Plus | Mutual Fund | Intermediate Core-Plus Bond | |
| OGLIX | Oppenheimer Global Fd | Mutual Fund | World Large-Stock Growth | |
| OIBIX | Oppenheimer Intl Bd | Mutual Fund | World Bond | |
| OMFL | Oppenheimer Russell 1000 | Etf | Large Blend | |
| OPBIX | Oppenheimer Core Bd | Mutual Fund | Intermediate Core Bond |
Oppenhemier Cnsrvtv Risk Profiles
| Mean Deviation | 0.1931 | |||
| Semi Deviation | 0.1869 | |||
| Standard Deviation | 0.2502 | |||
| Variance | 0.0626 |
Oppenhemier Cnsrvtv Against Markets
Other Information on Investing in Oppenhemier Mutual Fund
Oppenhemier Cnsrvtv financial ratios help investors to determine whether Oppenhemier 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 Oppenhemier with respect to the benefits of owning Oppenhemier Cnsrvtv security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |