Oppenheimer Capital Appreciation A (optfx)
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Asset Allocation (% of Port)
| US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
| North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Oppenheimer Capital Appreciation A (OPTFX) Description: OPTFX is a mutual fund, which is an investment that owns a basket of assets. The OPTFX 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. OPTFXs minimum initial investment amount is $1000 while the IRA minimum is $500. OPTFXs expense ratio is roughly 1%. The latest OPTFXs front end load was 6% and the back end load was 0%. The Oppenheimer Capital Appreciation A (OPTFX) mutual fund falls under the large-cap growth category. OPTFX focuses its investments in USA and OPTFX is not affiliated with a particular industry or fund sector. The Oppenheimer Capital Appreciation A (OPTFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OPTFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OPTFXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks long term growth of capital. The fund invests at least 65% of total assets in common stock, convertible preferred stock, securities convertible into common stock, and rights to subscribe to common stock. Of these securities the Fund will generally invest in common stock. It invests primarily in a diversified portfolio consisting of primarily common stock of U.S. companies that Fund management believes have shown above-average growth rates in earnings over the long-term.


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