Oppenheimer Disciplined Financials
| CGRYX Fund | USD 32.46 0.30 0.93% |
Oppenheimer |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Oppenheimer Disciplined Fund Summary
Oppenheimer Disciplined competes with Oppenheimer Main, Oppenheimer Intl, Oppenheimer Main, Oppenheimer Global, and Oppenheimer Strat. The fund invests, under normal circumstances, at least 80 percent of its net assets in common stocks, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest up to 25 percent of its net assets in securities of foreign issuers, which may include securities of issuers located in emerging markets countries and depositary receipts. The fund is non-diversified.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US68380J8163 |
| Business Address | Oppenheimer Series |
| Mutual Fund Family | OppenheimerFunds |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
Oppenheimer Disciplined Key Financial Ratios
Oppenheimer Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Disciplined's current stock value. Our valuation model uses many indicators to compare Oppenheimer Disciplined value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oppenheimer Disciplined competition to find correlations between indicators driving Oppenheimer Disciplined's intrinsic value. More Info.Oppenheimer Disciplined Value is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Oppenheimer Disciplined Value is roughly 10.38 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oppenheimer Disciplined's earnings, one of the primary drivers of an investment's value.Oppenheimer Disciplined Systematic Risk
Oppenheimer Disciplined's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oppenheimer Disciplined volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Oppenheimer Disciplined correlated with the market. If Beta is less than 0 Oppenheimer Disciplined generally moves in the opposite direction as compared to the market. If Oppenheimer Disciplined Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oppenheimer Disciplined is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oppenheimer Disciplined is generally in the same direction as the market. If Beta > 1 Oppenheimer Disciplined moves generally in the same direction as, but more than the movement of the benchmark.
Oppenheimer Disciplined December 21, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oppenheimer Disciplined help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oppenheimer Disciplined Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oppenheimer Disciplined Value based on widely used predictive technical indicators. In general, we focus on analyzing Oppenheimer Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oppenheimer Disciplined's daily price indicators and compare them against related drivers.
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 17.14 | |||
| Value At Risk | (1.07) | |||
| Potential Upside | 0.9719 |
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Disciplined 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 Disciplined security.
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