OREAX Rating, Research - Oppenheimer Real Estate A

Oppenheimer Real Estate A (oreax)

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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 = 27

Threats + Weaknesses = 14

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

Fund Management Team

Fund Description Update

Oppenheimer Real Estate A (OREAX) Description: OREAX is a mutual fund, which is an investment that owns a basket of assets. The OREAX 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. OREAXs minimum initial investment amount is $1000 while the IRA minimum is $500. OREAXs expense ratio is roughly 2%. The latest OREAXs front end load was 6% and the back end load was 0%. The Oppenheimer Real Estate A (OREAX) mutual fund falls under the real estate category. OREAX focuses its investments in USA and OREAX is focused on the financial industry or fund sector. The Oppenheimer Real Estate A (OREAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OREAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OREAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return before fees and expenses that correspond to the total return of the Standard & Poors (S&P) SmallCap 600 Index. The fund invests at least 80% of net assets in common stocks (see stock research) included in the S&P SmallCap 600 Index. It may invest in derivatives, consisting of stock index futures or options, as substitutes for the underlying securities in the S&P SmallCap 600 Index.

Management Analysis Update

Performance Analysis Update