OPTFX Rating, Research - Oppenheimer Capital Appreciation A

Oppenheimer Capital Appreciation A (optfx)

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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 = 233

Threats + Weaknesses = 128

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

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 Update

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.

Management Analysis Update

Oppenheimer Capital Appreciation A's executives / managers make better investing decisions, because their assets are invested along side their client's. The optfx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update