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Oppenheimer Equity R (OEQNX) Fund Ranking and Research

Ranking, Research and Recommendation of Oppenheimer Equity R (OEQNX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Oppenheimer Equity R Fund (OEQNX) ManagerFund Manager - Laton Spahr

Fund Manager Information

Fund Manager Tenure: 5.7 years
Similar Funds: OEQAX  OEQBX  OEQCX  OEQYX 
Fund Family: OppenheimerFunds
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

 

Graph of Oppenheimer Equity R Fund (OEQNX) ProfileOppenheimer Equity R Fund (OEQNX) Profile

Fund Profile and Description

Oppenheimer Equity R Fund seeks high total return. Oppenheimer Equity R Fund primarily invests (as a non-fundamental policy), under normal market conditions, at least 80% of net assets, plus borrowings used for investment purposes, in equity securities. It also invests in debt securities when the portfolio managers believe that doing so will be beneficial in obtaining high total return. Under normal market conditions the fund's equity investments primarily are in medium- and large-capitalization companies. It may also invest in companies located outside of the United States.

 

Oppenheimer Equity R (OEQNX) Fund Strength What we like about Oppenheimer Equity R (OEQNX) Fund

Data for Oppenheimer Equity R Fund (OEQNX) as of May 30, 2016

  • Oppenheimer Equity R Fund (OEQNX) management has been with Oppenheimer Equity R Fund for 5.7 years
  • Oppenheimer Equity R Fund (OEQNX) ratio of up-years vs down years is greater than 2
  • Asset base in Oppenheimer Equity R Fund (OEQNX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Oppenheimer Equity R Fund (OEQNX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.22, lower than category average of 12.75

Oppenheimer Equity R Fund (OEQNX) Weakness What we are cautious about Oppenheimer Equity R (OEQNX) Fund

Data for Oppenheimer Equity R Fund (OEQNX) as of May 30, 2016

  • Oppenheimer Equity R Fund (OEQNX) has a less-than-ideal short-term performance (1-year return -5.49% vs -1.74% Large Growth category median performance)
  • Oppenheimer Equity R Fund (OEQNX) has a less-than-ideal mid-term performance (3-year return 7.99% vs 10.74% Large Growth category median performance)
  • Oppenheimer Equity R Fund (OEQNX) has a less-than-ideal Long-term performance (5-year return 7.71% vs 10.14% Large Growth category median performance)
  • Oppenheimer Equity R Fund (OEQNX) has a Morningstar rating of 3 and below
  • Oppenheimer Equity R Fund (OEQNX) is less safe compared to its Large Growth peers
  • Oppenheimer Equity R Fund (OEQNX) has an annual stock turnover rate of 57.00% that is higher than the Large Growth average of 50.46%. This could mean Oppenheimer Equity R is more nimble, but also signal potential high tax impact and high trading fees
  • Oppenheimer Equity R Fund (OEQNX) has a higher expense ratio of 1.28% than its Large Growth average of 1.17%
  • Even though Oppenheimer Equity R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Oppenheimer Equity R Fund (OEQNX) performance details as of May 30, 2016

 

What do you think?

 

Compare Oppenheimer Equity R Fund (OEQNX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Oppenheimer Equity R-1.63-5.497.997.71
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Oppenheimer Equity R Fund (OEQNX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Oppenheimer Equity R Fund (OEQNX) Net Asset TrackingOppenheimer Equity R (OEQNX) Fund Net Asset

Track net asset change of Oppenheimer Equity R fund (OEQNX)

DateNet Asset
05/2016$1.47B
03/2016$1.46B
02/2016$1.38B
More historic net asset information on Oppenheimer Equity R Fund (OEQNX)

  

Graph of Oppenheimer Equity R Fund (OEQNX) Portfolio TrackingOppenheimer Equity R (OEQNX) Fund Portfolio Allocation

Track portfolio allocation change of Oppenheimer Equity R fund (OEQNX)

DateCashStockBondOther
04/20161.07%98.93%0%0%
02/20161.41%97.43%0%1.16%
01/20160.5%99.5%0%0%
Click here to see more historic asset allocation information on Oppenheimer Equity R Fund (OEQNX)

 

graph of Oppenheimer Equity R Fund (OEQNX) Top 10 Position TrackingTop 10 Holdings in Oppenheimer Equity R (OEQNX) Fund

Discover what Oppenheimer Equity R Fund (OEQNX) manager is buying

Apr 29, 2016
Alphabet Inc. [3.08%]
JP Morgan Chase & Co. Common St [2.21%]
PayPal Holdings, Inc. [2.19%]
Allergan plc Ordinary Shares [2.18%]
Apple Inc. [2.12%]
Broadcom Limited [2.02%]
Biogen Inc. [1.89%]
Danaher Corporation Common Stoc [1.69%]
Oracle Corporation Common Stock [1.69%]
Ally Financial Inc. Common Stoc [1.68%]

Feb 28, 2016
Alphabet Inc. [3.26%]
Allergan plc Ordinary Shares [2.85%]
Microsoft Corporation [2.68%]
Facebook, Inc. [2.38%]
PayPal Holdings, Inc. [2.21%]
JP Morgan Chase & Co. Common St [2.19%]
Gilead Sciences, Inc. [1.86%]
Biogen Inc. [1.85%]
Amazon.com, Inc. [1.77%]
Mastercard Incorporated Common [1.72%]

Jan 30, 2016
Alphabet Inc. [3.32%]
JP Morgan Chase & Co. Common St [3.02%]
Microsoft Corporation [2.95%]
Allergan plc Ordinary Shares [2.85%]
Facebook, Inc. [2.74%]
LinkedIn Corporation Class A Co [2.32%]
Gilead Sciences, Inc. [2.17%]
PayPal Holdings, Inc. [2.05%]
Biogen Inc. [1.9%]
Amazon.com, Inc. [1.83%]
Click here for Stock Holding Change Map in Oppenheimer Equity R Fund (OEQNX)

  

Latest News on Oppenheimer Equity R (OEQNX) Fund

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Oppenheimer Equity R Fund (OEQNX) Related ResourcesSee more information on Oppenheimer Equity R (OEQNX) Fund

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