Oppenheimer Rochester Fund Bond Positions Weight
Oppenheimer Rochester fundamentals help investors to digest information that contributes to Oppenheimer Rochester's financial success or failures. It also enables traders to predict the movement of Oppenheimer Mutual Fund. The fundamental analysis module provides a way to measure Oppenheimer Rochester's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Oppenheimer Rochester mutual fund.
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Oppenheimer Rochester Mutual Fund Bond Positions Weight Analysis
Oppenheimer Rochester's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Oppenheimer Rochester Bond Positions Weight | 8.70 % |
Most of Oppenheimer Rochester's fundamental indicators, such as Bond Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oppenheimer Rochester is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Oppenheimer Rochester has a Bond Positions Weight of 8.7%. This is 91.26% lower than that of the Invesco family and significantly higher than that of the Muni New York Long category. The bond positions weight for all United States funds is notably lower than that of the firm.
Oppenheimer Bond Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oppenheimer Rochester's direct or indirect competition against its Bond Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Oppenheimer Rochester could also be used in its relative valuation, which is a method of valuing Oppenheimer Rochester by comparing valuation metrics of similar companies.Oppenheimer Rochester is currently under evaluation in bond positions weight among similar funds.
Fund Asset Allocation for Oppenheimer Rochester
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds.Asset allocation divides Oppenheimer Rochester's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Oppenheimer Fundamentals
| Price To Earning | 215.59 X | ||||
| Total Asset | 3.62 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 1.30 % | ||||
| One Year Return | 1.06 % | ||||
| Three Year Return | 0.55 % | ||||
| Five Year Return | 3.66 % | ||||
| Ten Year Return | 5.35 % | ||||
| Net Asset | 4.57 B | ||||
| Last Dividend Paid | 0.05 | ||||
| Cash Position Weight | (0.71) % | ||||
| Bond Positions Weight | 8.70 % |
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Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Other Tools for Oppenheimer Mutual Fund
When running Oppenheimer Rochester's price analysis, check to measure Oppenheimer Rochester's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oppenheimer Rochester is operating at the current time. Most of Oppenheimer Rochester's value examination focuses on studying past and present price action to predict the probability of Oppenheimer Rochester's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oppenheimer Rochester's price. Additionally, you may evaluate how the addition of Oppenheimer Rochester to your portfolios can decrease your overall portfolio volatility.
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