Oppenheimer Small & Mid Cap Value A (qvscx)
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Asset Allocation (% of Port)
| US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
| North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Oppenheimer Small & Mid Cap Value A (QVSCX) Description: QVSCX is a mutual fund, which is an investment that owns a basket of assets. The QVSCX 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 large fund size classification. QVSCXs minimum initial investment amount is $1000 while the IRA minimum is $500. QVSCXs expense ratio is roughly 1%. The latest QVSCXs front end load was 6% and the back end load was 0%. The Oppenheimer Small & Mid Cap Value A (QVSCX) mutual fund falls under the mid-cap mixed category. QVSCX focuses its investments in USA and QVSCX is not affiliated with a particular industry or fund sector. The Oppenheimer Small & Mid Cap Value A (QVSCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find QVSCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of QVSCXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in stocks (see stock research). It normally invests its assets primarily in common stocks (see stock research) of leveraged companies defined as companies that issue lower-quality debt and other companies with leveraged capital structures. The fund may also invest the funds assets in lower-quality debt securities. It may invest the funds assets in securities of foreign issuers in addition to securities of domestic issuers.
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