OARDX Rating, Research - Oppenheimer Rising Dividends A

Oppenheimer Rising Dividends A (oardx)

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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 = 108

Threats + Weaknesses = 79

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth. The fund invests primarily in a portfolio of common stocks (see stock research) and other equity securities (see equity research) of value companies across the capitalization spectrum. It may also invest up to 25% of total assets in foreign securities. The fund may invest in companies of any size. It emphasizes a value style of investing and the adviser seeks well-established, undervalued companies that the adviser believes possess the potential for capital growth and income.

Management Analysis Update

Oppenheimer Rising Dividends A's executives / managers make better investing decisions, because their assets are invested along side their client's. Oppenheimer Rising Dividends A has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update