Oppenheimer Moderate Financials
| OYMIX Fund | USD 11.25 0.06 0.54% |
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 Moderate Fund Summary
Oppenheimer Moderate competes with Oppenheimer Main, Oppenheimer Intl, Oppenheimer Main, Oppenheimer Global, and Oppenheimer Strat. The fund is a fund of funds, and invests its assets in other underlying mutual funds advised by Invesco Advisers, Inc. and exchange-traded funds and other pooled investment vehicles advised by Invesco Capital Management LLC or mutual funds, ETFs and other pooled investment vehicles advised by unaffiliated advisers . It may use derivatives to hedge its cash position and manage the duration of the funds portfolio, including but not limited to futures, total return swaps, and forward contracts.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | AIM Growth Series |
| Mutual Fund Family | OppenheimerFunds |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
Oppenheimer Moderate Key Financial Ratios
Oppenheimer Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Moderate's current stock value. Our valuation model uses many indicators to compare Oppenheimer Moderate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oppenheimer Moderate competition to find correlations between indicators driving Oppenheimer Moderate's intrinsic value. More Info.Oppenheimer Moderate Invstr is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Oppenheimer Moderate Invstr is roughly 8.47 . 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 Moderate's earnings, one of the primary drivers of an investment's value.Oppenheimer Moderate Systematic Risk
Oppenheimer Moderate's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oppenheimer Moderate 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 Moderate correlated with the market. If Beta is less than 0 Oppenheimer Moderate generally moves in the opposite direction as compared to the market. If Oppenheimer Moderate Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oppenheimer Moderate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oppenheimer Moderate is generally in the same direction as the market. If Beta > 1 Oppenheimer Moderate moves generally in the same direction as, but more than the movement of the benchmark.
Oppenheimer Moderate December 21, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oppenheimer Moderate help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oppenheimer Moderate Invstr. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oppenheimer Moderate Invstr 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 Moderate's daily price indicators and compare them against related drivers.
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 4.98 | |||
| Value At Risk | (0.77) | |||
| Potential Upside | 0.6843 |
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Moderate 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 Moderate security.
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