OTGBX Rating, Research - Oppenheimer Capital Appreciation B

Oppenheimer Capital Appreciation B (otgbx)

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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 otgbx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Oppenheimer Capital Appreciation B (OTGBX) Description: OTGBX is a mutual fund, which is an investment that owns a basket of assets. The OTGBX 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. OTGBXs minimum initial investment amount is $1000 while the IRA minimum is $500. OTGBXs expense ratio is roughly 2%. The latest OTGBXs front end load was 0% and the back end load was 5%. The Oppenheimer Capital Appreciation B (OTGBX) mutual fund falls under the large-cap growth category. OTGBX focuses its investments in USA and OTGBX is not affiliated with a particular industry or fund sector. The Oppenheimer Capital Appreciation B (OTGBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OTGBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OTGBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation and growth of income by investing primarily in equity securities (see equity research). The fund normally invests at least 80% of assets in equity securities (see equity research) of large companies with market capitalizations equal to those within the universe of the Russell 1000® Growth Index at the time of purchase. It invests in common stocks (see stock research) of companies with a history of above-average growth or companies expected to enter periods of above-average growth.

Management Analysis Update

Performance Analysis Update