QGRBX Rating, Research - Oppenheimer Global Allocation B

Oppenheimer Global Allocation B (qgrbx)

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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 = 203

Threats + Weaknesses = 102

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund normally invests mainly in the equity securities (see equity research) of smaller companies located anywhere in the world. It may invest a significant amount of assets in the securities of emerging markets. The fund invests its assets in issuers located in at least three different countries (including the U.S.). Under normal market conditions, it invests at least 80% of net assets in securities of such smaller companies.

Management Analysis Update

Performance Analysis Update