Oppenheimer Gold Special Fund Quote
| OGMCX Fund | USD 24.01 0.69 2.79% |
Performance4 of 100
| Odds Of DistressLess than 22
|
Oppenheimer Gold is trading at 24.01 as of the 12th of November 2024; that is 2.79 percent decrease since the beginning of the trading day. The fund's open price was 24.7. Oppenheimer Gold has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Oppenheimer Gold Special are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of October 2024 and ending today, the 12th of November 2024. Click here to learn more.
The fund invests mainly in common stocks of companies that are involved in mining, processing or dealing in gold or other metals or minerals, gold bullion, other physical metals, and precious metals-related ETFs and may invest all of its assets in those securities. More on Oppenheimer Gold Special
Moving together with Oppenheimer Mutual Fund
Oppenheimer Mutual Fund Highlights
| Thematic Idea | Precious Metals Funds (View all Themes) |
| Fund Concentration | Invesco Funds, Large Funds, Equity Precious Metals Funds, Precious Metals Funds, Equity Precious Metals, Invesco, Large, Equity Precious Metals (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 26th of August 2022 |
| Fiscal Year End | April |
Oppenheimer Gold Special [OGMCX] is traded in USA and was established 12th of November 2024. Oppenheimer Gold is listed under Invesco category by Fama And French industry classification. The fund is listed under Equity Precious Metals category and is part of Invesco family. The entity is thematically classified as Precious Metals Funds. This fund now has accumulated 1.9 B in assets with no minimum investment requirementsOppenheimer Gold Special is currently producing year-to-date (YTD) return of 26.24% with the current yeild of 0.0%, while the total return for the last 3 years was 3.51%.
Check Oppenheimer Gold Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oppenheimer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oppenheimer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oppenheimer Gold Special Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Oppenheimer Gold Special Mutual Fund Constituents
| EDV | Vanguard Extended Duration | Etf | Long Government | |
| RGLD | Royal Gold | Stock | Materials | |
| CDE | Coeur Mining | Stock | Materials | |
| EDVMF | Endeavour Mining Corp | OTC Stock | Materials | |
| NEM | Newmont Goldcorp Corp | Stock | Materials |
Oppenheimer Gold Special Risk Profiles
| Mean Deviation | 1.41 | |||
| Semi Deviation | 1.57 | |||
| Standard Deviation | 1.77 | |||
| Variance | 3.13 |
Oppenheimer Gold Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Gold financial ratios help investors to determine whether Oppenheimer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oppenheimer with respect to the benefits of owning Oppenheimer Gold security.
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