OTFCX Rating, Research - Oppenheimer Capital Appreciation C

Oppenheimer Capital Appreciation C (otfcx)

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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 otfcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in equity securities (see equity research) of companies with market capitalizations within the range of companies in the Russell 1000 Growth Index at the time of purchase. It may also invest in initial public offerings and foreign securities.

Management Analysis Update

Performance Analysis Update