OEQAX Rating, Research - Oppenheimer Equity A

Oppenheimer Equity A (oeqax)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 = 201

Threats + Weaknesses = 108

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in common stocks (see stock research) of U.S. and foreign companies that have market capitalizations in the range of companies in the Russell 1000 Growth Index at the time of purchase. It may not concentrate its assets in any single industry but may invest more than 25% of assets in companies in the technology and health care sectors, respectively. The fund may invest directly in foreign securities or indirectly through depositary receipts. It may also invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments.

Management Analysis Update

Performance Analysis Update