Oppenhmr Discovery Mid Fund Quote
| OEGNX Fund | USD 27.95 0.30 1.06% |
Performance17 of 100
| Odds Of DistressLess than 17
|
Oppenhmr Discovery is trading at 27.95 as of the 28th of November 2024; that is 1.06% down since the beginning of the trading day. The fund's open price was 28.25. Oppenhmr Discovery has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Oppenhmr Discovery Mid are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund mainly invests in common stocks of U.S. companies that the portfolio managers expect to have above-average growth rates. It seeks to invest in newer companies or in more established companies that are in the early growth phase of their business cycle, which is typically marked by above average growth rates. More on Oppenhmr Discovery Mid
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Oppenhmr Mutual Fund Highlights
| Fund Concentration | OppenheimerFunds Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, OppenheimerFunds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Fiscal Year End | October |
Oppenhmr Discovery Mid [OEGNX] is traded in USA and was established 28th of November 2024. Oppenhmr Discovery is listed under OppenheimerFunds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of OppenheimerFunds family. This fund now has accumulated 1.51 B in assets with no minimum investment requirementsOppenhmr Discovery Mid is currently producing year-to-date (YTD) return of 34.13%, while the total return for the last 3 years was 0.68%.
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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 Oppenhmr 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 Oppenhmr 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 Oppenhmr Discovery Mid 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 Oppenhmr Discovery Mid Mutual Fund Constituents
| LPLA | LPL Financial Holdings | Stock | Financials | |
| DHI | DR Horton | Stock | Consumer Discretionary | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| FRC | FIRST REP BK | Stock | Financials | |
| MTN | Vail Resorts | Stock | Consumer Discretionary | |
| CSGP | CoStar Group | Stock | Industrials | |
| MCHP | Microchip Technology | Stock | Information Technology | |
| MASI | Masimo | Stock | Health Care |
Oppenhmr Discovery Mid Risk Profiles
| Mean Deviation | 0.7648 | |||
| Semi Deviation | 0.8049 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.14 |
Oppenhmr Discovery Against Markets
Other Information on Investing in Oppenhmr Mutual Fund
Oppenhmr Discovery financial ratios help investors to determine whether Oppenhmr 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 Oppenhmr with respect to the benefits of owning Oppenhmr Discovery security.
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