Oppenheimer Active Allctn Fund Quote
OAANX Fund | USD 13.57 0.10 0.73% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Oppenheimer Active is trading at 13.57 as of the 30th of December 2024; that is 0.73 percent down since the beginning of the trading day. The fund's open price was 13.67. Oppenheimer Active has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 30th of November 2024 and ending today, the 30th of December 2024. Click here to learn more.
The fund is a fund of funds, and invests its assets in other underlying mutual funds advised by the Adviser and exchange-traded funds and other pooled investment vehicles advised by Invesco Capital or mutual funds, ETFs and other pooled investment vehicles advised by unaffiliated advisers . More on Oppenheimer Active Allctn
Moving together with Oppenheimer Mutual Fund
Oppenheimer Mutual Fund Highlights
Fund Concentration | OppenheimerFunds Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, OppenheimerFunds (View all Sectors) |
Update Date | 31st of December 2024 |
Fiscal Year End | January |
Oppenheimer Active Allctn [OAANX] is traded in USA and was established 30th of December 2024. Oppenheimer Active is listed under OppenheimerFunds category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of OppenheimerFunds family. This fund now has accumulated 2.38 B in assets with no minimum investment requirementsOppenheimer Active Allctn is currently producing year-to-date (YTD) return of 10.29% with the current yeild of 0.01%, while the total return for the last 3 years was 0.47%.
Check Oppenheimer Active 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 Active Allctn 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 Active Allctn Mutual Fund Constituents
IZISX | Invesco International Companies | Mutual Fund | Foreign Large Growth | |
C | Citigroup | Stock | Financials | |
PG | Procter Gamble | Stock | Consumer Staples | |
DIS | Walt Disney | Stock | Communication Services | |
RPG | Invesco SP 500 | Etf | Large Growth | |
AAPL | Apple Inc | Stock | Information Technology | |
UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
GOOGL | Alphabet Inc Class A | Stock | Communication Services |
Oppenheimer Active Allctn Risk Profiles
Mean Deviation | 0.5384 | |||
Standard Deviation | 0.91 | |||
Variance | 0.8281 | |||
Risk Adjusted Performance | (0.06) |
Oppenheimer Active Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Active 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 Active security.
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