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Fund Intelligence | Best Managers | OBEIX Insights | OBEIX Score | OBEIX Performance | OBEIX Manager | OBEIX News | OBEIX Allocation | OBEIX Holdings Change

Mutual Fund Insights: Oppenheimer Equity Income B Fund (OBEIX)

In-depth Analysis of Oppenheimer Equity Income B Fund (OBEIX)

Mutual fund chart: Oppenheimer Equity Income B Fund (OBEIX)

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See Oppenheimer Equity Income B Fund (OBEIX) performance details as of January 31, 2010

  

    Last Trade: $19.03 on 3/18/2010, Change: -0.05 (-0.26%)
Experiment our closing price forecasting tool for Oppenheimer Equity Income B Fund (OBEIX) (alpha release)

  

Fund Manager - Michael S. Levine

Fund Manager Tenure: 2.7 years
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Levine is a vice president and portfolio manager with OppenheimerFunds since 1994. Previously, Levine was a research analyst with AMAS Securities. Prior to that, Levine was an analyst with Lehman Brothers.  Get more insights on Michael S. Levine

  

What we like about Oppenheimer Equity Income B Fund (OBEIX) What we like about Oppenheimer Equity Income B Fund (OBEIX)

Data for Oppenheimer Equity Income B Fund (OBEIX) as of January 31, 2010

  • Oppenheimer Equity Income B Fund (OBEIX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Oppenheimer Equity Income B Fund (OBEIX) has good short-term performance (1-year return 48.65% vs 32.89% Large Value category average)
  • Oppenheimer Equity Income B Fund (OBEIX) has good mid-term performance (3-year return -4.02% vs -8.60% Large Value category average)
  • Oppenheimer Equity Income B Fund (OBEIX) has good Long-term performance (5-year return 1.97% vs -0.19% Large Value category average)
  • Oppenheimer Equity Income B Fund (OBEIX) has a Morningstar rating of 4 and above

  

What we are cautious about Oppenheimer Equity Income B Fund (OBEIX) What we are cautious about Oppenheimer Equity Income B Fund (OBEIX)

Data for Oppenheimer Equity Income B Fund (OBEIX) as of January 31, 2010

  • Oppenheimer Equity Income B Fund (OBEIX) management has been with Oppenheimer Equity Income B Fund for only 2.7 years, it is hard to judge manager's ability based on this fund's operation record
  • Oppenheimer Equity Income B Fund is a focused fund with 30.22% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Oppenheimer Equity Income B Fund (OBEIX) ratio of up-years vs down years can be improved
  • Oppenheimer Equity Income B Fund (OBEIX) has an annual stock turnover rate of 105.00% that is higher than the Large Value average of 69.44%. This could mean Oppenheimer Equity Income B is more nimble, but also signal potential high tax impact and high trading fees
  • Oppenheimer Equity Income B Fund (OBEIX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.84 that is higher than category average of 20.74
  • Oppenheimer Equity Income B Fund (OBEIX) has a higher management fee of 2.14% than its Large Value average of 1.28%
  • Oppenheimer Equity Income B Fund (OBEIX) carries a 5% load
See Oppenheimer Equity Income B Fund (OBEIX) performance details as of January 31, 2010

  

  

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Oppenheimer Equity Income B Fund (OBEIX) Net Asset

Track net asset change of Oppenheimer Equity Income B fund (OBEIX)

DateNet Asset
01/2010$39.32M
11/2009$34.38M
10/2009$31.69M
More historic net asset information on Oppenheimer Equity Income B Fund (OBEIX)

  

Oppenheimer Equity Income B Fund (OBEIX) Portfolio Allocation

Track portfolio allocation change of Oppenheimer Equity Income B fund (OBEIX)

DateCashStockBondOther
10/20093.99%84.61%3.19%8.21%
07/20090.19%89.05%2.89%7.86%
04/20090.06%78.11%5.09%16.74%
Click here to see more historic asset allocation information on Oppenheimer Equity Income B Fund (OBEIX)

  

Most Recent Top 10 Holdings in Oppenheimer Equity Income B Fund (OBEIX)

Discover what Oppenheimer Equity Income B Fund (OBEIX) manager is buying

31-Oct-09
EVEREST RE GRP LTD [4.64%]
Oppenheimer Institutional Money Market E [4.03%]
KROGER CO [2.9%]
PHILIP MORRIS INTL [2.87%]
LORILLARD, INC [2.8%]
LOCKHEED MARTIN CP [2.69%]
KINDER MORGAN MNGMNT [2.62%]
JP MORGAN CHASE CO [2.6%]
BP PLC [2.6%]
Schering-Plough Corporation [2.47%]

31-Jul-09
EVEREST RE GRP LTD [5.2%]
PHILIP MORRIS INTL [3.91%]
KINDER MORGAN MNGMNT [3.74%]
Rite Aid Cv 8.5% [3.51%]
LORILLARD, INC [3.3%]
MARATHON OIL CORP [2.98%]
BP PLC [2.7%]
ASSURANT INC [2.52%]
JP MORGAN CHASE CO [2.52%]
AT&T INC. [2.38%]

30-Apr-09
LORILLARD, INC [5.75%]
EVEREST RE GRP LTD [4.64%]
PHILIP MORRIS INTL [4.26%]
KINDER MORGAN MNGMNT [4.23%]
XL CAPITAL LTD [4.21%]
MARATHON OIL CORP [3.41%]
CIT GROUP [3.16%]
AT&T INC. [2.78%]
BP PLC [2.6%]
Rite Aid Cv 8.5% [2.4%]
Click here for Stock Holding Change Map in Oppenheimer Equity Income B Fund (OBEIX)

  

Related books and products to Oppenheimer Equity Income B Fund (OBEIX)

  

Latest News on Oppenheimer Equity Income B (OBEIX)

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