Oppenheimer Discovery Fd Fund Quote
ODIIX Fund | USD 140.99 1.79 1.29% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Oppenheimer Discovery is trading at 140.99 as of the 11th of December 2024; that is 1.29 percent increase since the beginning of the trading day. The fund's open price was 139.2. Oppenheimer Discovery has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 11th of November 2024 and ending today, the 11th of December 2024. Click here to learn more.
The fund mainly invests in common stocks of U.S. companies that the portfolio managers believe have favorable growth prospects. It emphasizes stocks of small-capitalization companies. The fund managers consider a small-capitalization company to be one that has a market capitalization, at the time of purchase, within the range of market capitalizations of the Russell 2000 Growth Index. More on Oppenheimer Discovery Fd
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Oppenheimer Mutual Fund Highlights
Fund Concentration | Invesco Funds, Large Funds, Small Growth Funds, Small Growth, Invesco (View all Sectors) |
Update Date | 31st of December 2024 |
Expense Ratio Date | 16th of December 2022 |
Fiscal Year End | August |
Oppenheimer Discovery Fd [ODIIX] is traded in USA and was established 11th of December 2024. Oppenheimer Discovery is listed under Invesco category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Invesco family. This fund now has accumulated 3.83 B in assets with no minimum investment requirementsOppenheimer Discovery is currently producing year-to-date (YTD) return of 30.83%, while the total return for the last 3 years was 2.29%.
Check Oppenheimer Discovery 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 Discovery Fd 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 Discovery Fd Mutual Fund Constituents
PODD | Insulet | Stock | Health Care | |
NGVT | Ingevity Corp | Stock | Materials | |
TDOC | Teladoc | Stock | Health Care | |
MDB | MongoDB | Stock | Information Technology | |
RGEN | Repligen | Stock | Health Care | |
MTZ | MasTec Inc | Stock | Industrials | |
SITE | SiteOne Landscape Supply | Stock | Industrials | |
QTWO | Q2 Holdings | Stock | Information Technology |
Oppenheimer Discovery Risk Profiles
Mean Deviation | 0.8931 | |||
Semi Deviation | 0.785 | |||
Standard Deviation | 1.24 | |||
Variance | 1.53 |
Oppenheimer Discovery Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Discovery 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 Discovery security.
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