Oppenheimer International Small Fund Quote
| OSMAX Fund | USD 42.08 0.38 0.91% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Oppenheimer International is trading at 42.08 as of the 1st of December 2024; that is 0.91% up since the beginning of the trading day. The fund's open price was 41.7. Oppenheimer International has about a 21 % 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. Equity ratings for Oppenheimer International Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets, plus borrowings for investment purposes, in equity securities of small- and mid-cap companies, and in derivatives and other instruments that have economic characteristics similar to such securities. More on Oppenheimer International Small
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Oppenheimer Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Funds, Foreign Small/Mid Growth Funds, Foreign Small/Mid Growth, Invesco (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Oppenheimer International Small [OSMAX] is traded in USA and was established 1st of December 2024. Oppenheimer International is listed under Invesco category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Growth category and is part of Invesco family. This fund now has accumulated 4.74 B in assets with no minimum investment requirementsOppenheimer International is currently producing year-to-date (YTD) return of 0.75% with the current yeild of 0.01%, while the total return for the last 3 years was -8.42%.
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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 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 International Small 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 International Small Mutual Fund Constituents
| TCHBF | Tecan Group | Pink Sheet | Medical Instruments & Supplies | |
| LIVN | LivaNova PLC | Stock | Health Care | |
| AMBFF | Ambu AS | Pink Sheet | Health Care | |
| SEDG | SolarEdge Technologies | Stock | Information Technology | |
| AKEJF | ARIAKE JAPAN Co | OTC Stock | Packaged Foods | |
| ASM | Avino Silver Gold | Stock | Materials | |
| JSGCF | LIXIL | OTC Stock | Building Products & Equipment | |
| LZAGF | Lonza Group | Pink Sheet | Diagnostics & Research |
Oppenheimer International Risk Profiles
| Mean Deviation | 0.6247 | |||
| Standard Deviation | 0.7981 | |||
| Variance | 0.637 | |||
| Risk Adjusted Performance | (0.09) |
Oppenheimer International Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer International 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 International security.
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