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

Mutual Fund Insights: Oppenheimer Equity A Fund (OEQAX)

In-depth Analysis of Oppenheimer Equity A Fund (OEQAX)

Mutual fund chart: Oppenheimer Equity A Fund (OEQAX)

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See Oppenheimer Equity A Fund (OEQAX) performance details as of February 28, 2010

  

    Last Trade: $8.16 on 3/19/2010, Change: -0.05 (-0.61%)
Experiment our closing price forecasting tool for Oppenheimer Equity A Fund (OEQAX) (alpha release)

  

Fund ManagerFund Manager - Mitch Williams

Fund Manager Tenure: 1.2 years   [Similar Funds: OEQBX  OEQCX  OEQNX  OEQYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Mitch Williams has been a vice president of the Oppenheimerfunds since July 2006 and was a senior research analyst of the company since April 2002. Mitch Williams was a research analyst for Evergreen Funds from October 2000 to January 2002 and a senior research associate with Credit Suisse First Boston from November 1999 to May 2000. Mitch Williams holds the Chartered Financial Analyst designation.  Get more insights on Mitch Williams

  

What we like about Oppenheimer Equity A Fund (OEQAX) What we like about Oppenheimer Equity A Fund (OEQAX)

Data for Oppenheimer Equity A Fund (OEQAX) as of February 28, 2010

  • Oppenheimer Equity A Fund (OEQAX) has good short-term performance (1-year return 53.92% vs 51.46 % Large Growth category average)
  • Oppenheimer Equity A Fund (OEQAX) has good mid-term performance (3-year return -5.98% vs -3.50 % Large Growth category average)
  • Oppenheimer Equity A Fund (OEQAX) ratio of up-years vs down years is greater than 2
  • Oppenheimer Equity A Fund (OEQAX) has an annual stock turnover rate of 79.00% vs Large Growth average of 109.62%. It is good that Oppenheimer Equity A management does not trade extensively for its return.
  • Oppenheimer Equity A Fund (OEQAX) has a lower management fee than its Large Growth average: 1.03% vs 1.33%

  

What we are cautious about Oppenheimer Equity A Fund (OEQAX) What we are cautious about Oppenheimer Equity A Fund (OEQAX)

Data for Oppenheimer Equity A Fund (OEQAX) as of February 28, 2010

  • Oppenheimer Equity A Fund (OEQAX) management has been with Oppenheimer Equity A Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • Oppenheimer Equity A Fund (OEQAX) has a less-than-ideal Long-term performance (5-year return 0.41% vs 1.34 % Large Growth category average)
  • Oppenheimer Equity A Fund (OEQAX) has a Morningstar rating of 3 and below
  • Oppenheimer Equity A Fund (OEQAX) does not have a good risk adjusted return as its 3-year Alpha of 0.61 is worse than category average of 2.56, and its 3-year Sharpe ratio is -0.24
  • Oppenheimer Equity A Fund (OEQAX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.31 that is higher than category average of 21.35
  • Oppenheimer Equity A Fund (OEQAX) carries a 5.75% load
See Oppenheimer Equity A Fund (OEQAX) performance details as of February 28, 2010

  

  

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Oppenheimer Equity A Fund (OEQAX) Net Asset

Track net asset change of Oppenheimer Equity A fund (OEQAX)

DateNet Asset
02/2010$1.71B
01/2010$1.47B
11/2009$1.54B
More historic net asset information on Oppenheimer Equity A Fund (OEQAX)

  

Oppenheimer Equity A Fund (OEQAX) Portfolio Allocation

Track portfolio allocation change of Oppenheimer Equity A fund (OEQAX)

DateCashStockBondOther
09/20092.23%97.77%0%0%
06/20093.33%96.67%0%0%
03/20093.4%106.29%0%0%
Click here to see more historic asset allocation information on Oppenheimer Equity A Fund (OEQAX)

  

Most Recent Top 10 Holdings in Oppenheimer Equity A Fund (OEQAX)

Discover what Oppenheimer Equity A Fund (OEQAX) manager is buying

30-Sep-09
Google Inc. [2.52%]
TYCO INTL LTD SWZ [2.31%]
CHEVRON CORP [2.27%]
Oppenheimer Institutional Money Market E [2.23%]
JP MORGAN CHASE CO [2.13%]
Merck & Co [2.01%]
WELLS FARGO & CO NEW [2%]
QUALCOMM Incorporated [1.85%]
TIME WARNER CABLE [1.84%]
News Corporation [1.83%]

30-Jun-09
Google Inc. [2.49%]
CHEVRON CORP [2.34%]
LUBRIZOL CP [2.24%]
TYCO INTL LTD SWZ [2.13%]
KROGER CO [2.12%]
MERCK CO INC [2.11%]
QUALCOMM Incorporated [2.08%]
Apple Inc. [1.95%]
GOLDMAN SACHS GRP [1.77%]
NAVISTAR INTL CP [1.57%]

31-Mar-09
Oppenheimer Instl Money Mkt [3.4%]
QUALCOMM Incorporated [3.15%]
CHEVRON CORP [2.57%]
Google Inc. [2.48%]
Research in Motion, Ltd. [2.4%]
LUBRIZOL CP [2.09%]
PG&E CP [2.05%]
Apple Inc. [2.04%]
TYCO INTL LTD SWZ [2.02%]
EVEREST RE GRP LTD [1.99%]
Click here for Stock Holding Change Map in Oppenheimer Equity A Fund (OEQAX)

  

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