CGRWX Rating, Research - Oppenheimer Value A

Oppenheimer Value A (cgrwx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 69

Threats + Weaknesses = 64

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cgrwx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Oppenheimer Value A (CGRWX) Description: CGRWX is a mutual fund, which is an investment that owns a basket of assets. The CGRWX mutual fund was provided by Oppenheimer and this investment vehicle derives the majority of its value from equity holdings (stocks). Oppenheimers mutual fund has a short management tenure and is in the large fund size classification. CGRWXs minimum initial investment amount is $1000 while the IRA minimum is $500. CGRWXs expense ratio is roughly 1%. The latest CGRWXs front end load was 6% and the back end load was 0%. The Oppenheimer Value A (CGRWX) mutual fund falls under the large-cap value category. CGRWX focuses its investments in USA and CGRWX is not affiliated with a particular industry or fund sector. The Oppenheimer Value A (CGRWX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CGRWXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CGRWXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks current income and long-term growth of income, as well as capital appreciation. The fund normally invests at least 80% of assets plus borrowings for investment purposes in common stocks (see stock research) of large-capitalization U.S. companies. Large-cap companies are considered to be those with market capitalizations like those found in the Russell 1000 Index. It also invests in stocks (see stock research) with high cash dividends or payout yields relative to the market.

Management Analysis Update

Performance Analysis Update