Oppenheimer Gbl Alloc Fund Quote
| QVGIX Fund | USD 19.90 0.02 0.10% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Oppenheimer Gbl is trading at 19.90 as of the 15th of December 2024; that is 0.1% down since the beginning of the trading day. The fund's open price was 19.92. Oppenheimer Gbl 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. The performance scores are derived for the period starting the 16th of September 2024 and ending today, the 15th of December 2024. Click here to learn more.
The fund allocates its assets among equity securities, fixed-income securities, and various other types of investments, including ETFs, from all over the world. Generally, there are no geographic restrictions on where the fund may invest and no restrictions on the amount of the funds assets that can be invested in either U.S. More on Oppenheimer Gbl Alloc
Moving together with Oppenheimer Mutual Fund
Oppenheimer Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Blend Funds, World Allocation Funds, World Allocation, Invesco (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Oppenheimer Gbl Alloc [QVGIX] is traded in USA and was established 15th of December 2024. Oppenheimer Gbl is listed under Invesco category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Invesco family. This fund at this time has accumulated 1.07 B in assets with no minimum investment requirementsOppenheimer Gbl Alloc is currently producing year-to-date (YTD) return of 8.71% with the current yeild of 0.02%, while the total return for the last 3 years was 1.51%.
Check Oppenheimer Gbl 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 Gbl Alloc 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 Gbl Alloc Mutual Fund Constituents
| EADSF | Airbus Group SE | Pink Sheet | Aerospace & Defense | |
| AAPL | Apple Inc | Stock | Information Technology | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| EMB | iShares JP Morgan | Etf | Emerging Markets Bond | |
| HYG | iShares iBoxx High | Etf | High Yield Bond |
Oppenheimer Gbl Alloc Risk Profiles
| Mean Deviation | 0.3305 | |||
| Semi Deviation | 0.3743 | |||
| Standard Deviation | 0.4232 | |||
| Variance | 0.1791 |
Oppenheimer Gbl Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Gbl 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 Gbl security.
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