OAAIX Rating, Research - Oppenheimer Equity Inv A

Oppenheimer Equity Inv A (oaaix)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 0

Threats + Weaknesses = 0

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

Fund Management Team

Fund Description Update

Oppenheimer Equity Inv A (OAAIX) Description: OAAIX is a mutual fund, which is an investment that owns a basket of assets. The OAAIX 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 average fund size classification. OAAIXs minimum initial investment amount is $1000 while the IRA minimum is $500. OAAIXs expense ratio is roughly 1%. The latest OAAIXs front end load was 6% and the back end load was 0%. The Oppenheimer Equity Inv A (OAAIX) mutual fund falls under the large-cap mixed category. OAAIX focuses its investments in USA and OAAIX is not affiliated with a particular industry or fund sector. The Oppenheimer Equity Inv A (OAAIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OAAIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OAAIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation on an after-tax basis. The fund normally invests in a combination of tax-managed equity portfolios managed by Eaton Vance or its affiliates. It generally invests at least 65% of assets in other Eaton Vance tax-managed portfolios. It may invest up to 25% of assets in portfolios that primarily invest in small, emerging, or foreign companies. The fund normally invests in at least three different Eaton Vance tax-managed portfolios.


Management Analysis Update

Oppenheimer Equity Inv A has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update