Invesco Mutual Fund Quote

OCAIX
 Fund
  

USD 12.19  0.09  0.74%   

Market Performance
0 of 100
Odds Of Distress
Less than 11
Invesco Oppenheimer is trading at 12.19 as of the 1st of July 2022; that is 0.74 percent increase since the beginning of the trading day. The fund's open price was 12.1. Invesco Oppenheimer has less than a 11 % chance of experiencing some financial distress in the next two years of operation, but has generated negative returns over the last 90 days. Equity ratings for Invesco Oppenheimer Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of April 2022 and ending today, the 1st of July 2022. Click here to learn more.
The fund is a special type of mutual fund known as a fund of funds because it invests primarily in open-end funds , closed-end funds, and exchange-traded funds managed by Invesco andor its affiliates in order to obtain exposure to various asset classes, investment strategies and types of securities. More on Invesco Oppenheimer Portfolio

Moving together with Invesco Oppenheimer

0.95DISWalt Disney Fiscal Year End 9th of November 2022 PairCorr
0.85CSCOCisco Systems Fiscal Year End 17th of August 2022 PairCorr
0.88JPMJP Morgan Chase Financial Report 12th of July 2022 PairCorr

Invesco Oppenheimer Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Invesco Oppenheimer's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Oppenheimer or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Invesco Oppenheimer generated a negative expected return over the last 90 days
The fund maintains 88.92% of its assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Invesco Oppenheimer's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate30th of April 2020
Invesco Oppenheimer Portfolio [OCAIX] is traded in USA and was established 1st of July 2022. The fund is listed under Allocation--85%+ Equity category and is part of Invesco family. Invesco Oppenheimer now has accumulated 945.67 M in assets with no minimum investment requirements, while the total return for the last 3 years was 1.93%.
Check Invesco Oppenheimer 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 Invesco 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 Invesco 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 Invesco Oppenheimer Portfolio 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 Invesco Oppenheimer Portfolio Constituents

Invesco Oppenheimer Target Price Odds Analysis

What are Invesco Oppenheimer's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Invesco Oppenheimer jumping above the current price in 90 days from now is about 88.32%. The Invesco Oppenheimer Portfolio probability density function shows the probability of Invesco Oppenheimer mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Invesco Oppenheimer has a beta of 0.0301. This indicates as returns on the market go up, Invesco Oppenheimer average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invesco Oppenheimer Portfolio will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Invesco Oppenheimer is significantly underperforming DOW.
  Odds Below 12.19HorizonTargetOdds Above 12.19
11.57%90 days
 12.19 
88.32%
Based on a normal probability distribution, the odds of Invesco Oppenheimer to move above the current price in 90 days from now is about 88.32 (This Invesco Oppenheimer Portfolio probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .

Invesco Oppenheimer Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Oppenheimer market risk premium is the additional return an investor will receive from holding Invesco Oppenheimer long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco Oppenheimer. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Invesco Oppenheimer's alpha and beta are two of the key measurements used to evaluate Invesco Oppenheimer's performance over the market, the standard measures of volatility play an important role as well.

Invesco Oppenheimer Against Markets

Picking the right benchmark for Invesco Oppenheimer mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Invesco Oppenheimer mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Invesco Oppenheimer is critical whether you are bullish or bearish towards Invesco Oppenheimer Portfolio at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Invesco Oppenheimer without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Equity Search Now

   

Equity Search

Search for actively traded equities including funds and ETFs from over 30 global markets
All  Next Launch Module

Investing Invesco Oppenheimer Portfolio

You need to understand the risk of investing before taking a position in Invesco Oppenheimer. The danger of trading Invesco Oppenheimer Portfolio is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Invesco Oppenheimer is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Invesco Oppenheimer. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco Oppenheimer is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Your Equity Center. Note that the Invesco Oppenheimer information on this page should be used as a complementary analysis to other Invesco Oppenheimer's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

Complementary Tools for Invesco Mutual Fund analysis

When running Invesco Oppenheimer price analysis, check to measure Invesco Oppenheimer's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Oppenheimer is operating at the current time. Most of Invesco Oppenheimer's value examination focuses on studying past and present price action to predict the probability of Invesco Oppenheimer's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Invesco Oppenheimer's price. Additionally, you may evaluate how the addition of Invesco Oppenheimer to your portfolios can decrease your overall portfolio volatility.
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Go
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Go
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Go
Please note, there is a significant difference between Invesco Oppenheimer's value and its price as these two are different measures arrived at by different means. Investors typically determine Invesco Oppenheimer value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Oppenheimer's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.