OBRDX Rating, Research - Oppenheimer Rising Dividends B

Oppenheimer Rising Dividends B (obrdx)

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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 obrdx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Oppenheimer Rising Dividends B (OBRDX) Description: OBRDX is a mutual fund, which is an investment that owns a basket of assets. The OBRDX 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 average fund size classification. OBRDXs minimum initial investment amount is $1000 while the IRA minimum is $500. OBRDXs expense ratio is roughly 2%. The latest OBRDXs front end load was 0% and the back end load was 5%. The Oppenheimer Rising Dividends B (OBRDX) mutual fund falls under the large-cap mixed category. OBRDX focuses its investments in USA and OBRDX is not affiliated with a particular industry or fund sector. The Oppenheimer Rising Dividends B (OBRDX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OBRDXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OBRDXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth; current income is secondary. The fund invests in U.S. common stocks (see stock research). It will normally invest at least 80% of assets in companies whose total market capitalization exceeds $2 billion.

Management Analysis Update

Performance Analysis Update