OAEIX Rating, Research - Oppenheimer Equity Income A

Oppenheimer Equity Income A (oaeix)

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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 = 91

Threats + Weaknesses = 70

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks current income and long-term growth of capital. The fund invests at least 80% of total assets in income-producing equity securities (see equity research) of U.S. issuers. It may invest up to 20% of total assets in equity and debt securities of non-U.S. corporate issuers and debt securities of non-U.S. government issuers. The fund may not invest more than 5% of total assets in the securities of emerging-markets issuers.

Management Analysis Update

Performance Analysis Update