Oppenheimer Global Val Fund Quote
| GLVAX Fund | USD 78.93 0.48 0.61% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Oppenheimer Global is trading at 78.93 as of the 20th of December 2024; that is 0.61% up since the beginning of the trading day. The fund's open price was 78.45. Oppenheimer Global 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 20th of November 2024 and ending today, the 20th of December 2024. Click here to learn more.
The fund invests mainly in common stocks of U.S. and foreign companies. It can invest without limit in foreign securities in any country, including countries with developed or emerging markets. Typically, the fund will invest a substantial portion of its assets in issuers in a number of different foreign countries. More on Oppenheimer Global Val
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Oppenheimer Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Invesco (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Oppenheimer Global Val [GLVAX] is traded in USA and was established 20th of December 2024. Oppenheimer Global is listed under Invesco category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Invesco family. This fund currently has accumulated 547.86 M in assets under management (AUM) with no minimum investment requirementsOppenheimer Global Val is currently producing year-to-date (YTD) return of 26.16%, while the total return for the last 3 years was 2.91%.
Check Oppenheimer Global 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 Global Val 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 Global Val Mutual Fund Constituents
| SBGI | Sinclair Broadcast Group | Stock | Communication Services | |
| MANH | Manhattan Associates | Stock | Information Technology | |
| MBI | MBIA Inc | Stock | Financials | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| INFO | Harbor ETF Trust | Etf | Large Blend | |
| ILMN | Illumina | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials | |
| TWLO | Twilio Inc | Stock | Information Technology |
Oppenheimer Global Val Risk Profiles
| Mean Deviation | 0.7234 | |||
| Semi Deviation | 0.9066 | |||
| Standard Deviation | 0.9961 | |||
| Variance | 0.9923 |
Oppenheimer Global Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Global 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 Global security.
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