Oppenheimer Moderate Invstr Fund Quote
| OCMIX Fund | USD 11.46 0.01 0.09% |
PerformanceStrong
| Odds Of DistressLow
|
Oppenheimer Moderate is trading at 11.46 as of the 19th of July 2025; that is 0.09 percent down since the beginning of the trading day. The fund's open price was 11.47. Oppenheimer Moderate has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 19th of June 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund is a fund of funds, and invests its assets in other underlying mutual funds advised by Invesco Advisers, Inc. and exchange-traded funds and other pooled investment vehicles advised by Invesco Capital Management LLC or mutual funds, ETFs and other pooled investment vehicles advised by unaffiliated advisers . More on Oppenheimer Moderate Invstr
Moving together with Oppenheimer Mutual Fund
Oppenheimer Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Blend Funds, Allocation--50% to 70% Equity, Invesco (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Oppenheimer Moderate Invstr [OCMIX] is traded in USA and was established 19th of July 2025. Oppenheimer Moderate is listed under Invesco category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Invesco family. This fund now has accumulated 1.8 B in assets with no minimum investment requirementsOppenheimer Moderate is currently producing year-to-date (YTD) return of 5.27% with the current yeild of 0.03%, while the total return for the last 3 years was 8.06%.
Check Oppenheimer Moderate 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 Moderate Invstr 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 Moderate Invstr Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| C | Citigroup | Stock | Financials | |
| OSSIX | Oppenheimer Main Street | Mutual Fund | Small Blend | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology | |
| OIBIX | Oppenheimer Intl Bd | Mutual Fund | World Bond | |
| ODVIX | Oppenheimer Developing Markets | Mutual Fund | Diversified Emerging Mkts |
Oppenheimer Moderate Risk Profiles
| Mean Deviation | 0.3874 | |||
| Semi Deviation | 0.2343 | |||
| Standard Deviation | 0.5355 | |||
| Variance | 0.2868 |
Oppenheimer Moderate Against Markets
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Moderate 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 Moderate security.
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