OCRDX Rating, Research - Oppenheimer Rising Dividends C

Oppenheimer Rising Dividends C (ocrdx)

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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 ocrdx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Oppenheimer Rising Dividends C (OCRDX) Description: OCRDX is a mutual fund, which is an investment that owns a basket of assets. The OCRDX 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. OCRDXs minimum initial investment amount is $1000 while the IRA minimum is $500. OCRDXs expense ratio is roughly 2%. The latest OCRDXs front end load was 0% and the back end load was 1%. The Oppenheimer Rising Dividends C (OCRDX) mutual fund falls under the large-cap mixed category. OCRDX focuses its investments in USA and OCRDX is not affiliated with a particular industry or fund sector. The Oppenheimer Rising Dividends C (OCRDX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OCRDXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OCRDXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term appreciation of capital. The fund invests at least 80% of net assets in equity securities (see equity research) of U.S. companies with large market capitalizations. It maintains investment attributes similar to those of the S&P 500 index and intends to limit its divergence from that index in terms of market, industry and sector exposures. The fund may engage in active and frequent trading, resulting in high portfolio turnover.

Management Analysis Update

Performance Analysis Update