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

Mutual Fund Insights: Oppenheimer Gold & Special Minerals B Fund (OGMBX)

In-depth Analysis of Oppenheimer Gold & Special Minerals B Fund (OGMBX)

Mutual fund chart: Oppenheimer Gold & Special Minerals B Fund (OGMBX)

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See Oppenheimer Gold & Special Minerals B Fund (OGMBX) performance details as of January 31, 2010

  

    Last Trade: $36.29 on 3/17/2010, Change: +0.18 (0.5%)

  

Fund Manager - Shanquan Li

Fund Manager Tenure: 12.7 years   [Similar Funds: OGMCX  OGMNX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Li was a senior quantitative analyst in the Investment Management Policy Group of Brown Brothers Harriman before joining Oppenheimer Funds. Prior to that, he was a consultant for Acadian Asset Management, Inc. Before entering the investment business, Shanquan was associate director and senior researcher of the Development Research Center of the State Council, a think tank for the Chinese government.  Get more insights on Shanquan Li

  

What we like about Oppenheimer Gold & Special Minerals B Fund (OGMBX) What we like about Oppenheimer Gold & Special Minerals B Fund (OGMBX)

Data for Oppenheimer Gold & Special Minerals B Fund (OGMBX) as of January 31, 2010

  • Oppenheimer Gold & Special Minerals B Fund (OGMBX) management has been with Oppenheimer Gold & Special Minerals B Fund for 12.7 years
  • Oppenheimer Gold & Special Minerals B Fund (OGMBX) has good short-term performance (1-year return 58.23% vs 35.27% Equity Precious Metals category average)
  • Oppenheimer Gold & Special Minerals B Fund (OGMBX) has good mid-term performance (3-year return 7.02% vs 5.52% Equity Precious Metals category average)
  • Oppenheimer Gold & Special Minerals B Fund (OGMBX) has good Long-term performance (5-year return 19.27% vs 16.14% Equity Precious Metals category average)
  • Oppenheimer Gold & Special Minerals B Fund (OGMBX) ratio of up-years vs down years is greater than 2

  

What we are cautious about Oppenheimer Gold & Special Minerals B Fund (OGMBX) What we are cautious about Oppenheimer Gold & Special Minerals B Fund (OGMBX)

Data for Oppenheimer Gold & Special Minerals B Fund (OGMBX) as of January 31, 2010

  • Oppenheimer Gold & Special Minerals B Fund is a focused fund with 45.50% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Oppenheimer Gold & Special Minerals B Fund (OGMBX) has a Morningstar rating of 3 and below
  • Oppenheimer Gold & Special Minerals B Fund (OGMBX) is less safe compared to its Equity Precious Metals peers
  • Oppenheimer Gold & Special Minerals B Fund (OGMBX) has an annual stock turnover rate of 81.00% that is higher than the Equity Precious Metals average of 75.24%. This could mean Oppenheimer Gold & Special Minerals B is more nimble, but also signal potential high tax impact and high trading fees
  • Oppenheimer Gold & Special Minerals B Fund (OGMBX) is more volatile than its peers as it has a 3-year Standard Deviation of 47.33 that is higher than category average of 45.97
  • Oppenheimer Gold & Special Minerals B Fund (OGMBX) has a higher management fee of 2.09% than its Equity Precious Metals average of 1.49%
  • Oppenheimer Gold & Special Minerals B Fund (OGMBX) carries a 5% load
See Oppenheimer Gold & Special Minerals B Fund (OGMBX) performance details as of January 31, 2010

  

  

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Oppenheimer Gold & Special Minerals B Fund (OGMBX) Net Asset

Track net asset change of Oppenheimer Gold & Special Minerals B fund (OGMBX)

DateNet Asset
01/2010$124.99M
11/2009$149.38M
10/2009$126.56M
More historic net asset information on Oppenheimer Gold & Special Minerals B Fund (OGMBX)

  

Oppenheimer Gold & Special Minerals B Fund (OGMBX) Portfolio Allocation

Track portfolio allocation change of Oppenheimer Gold & Special Minerals B fund (OGMBX)

DateCashStockBondOther
09/20090%100%0%0%
06/20090.4%99.57%0%0.03%
03/20090.76%191.48%0%0.02%
Click here to see more historic asset allocation information on Oppenheimer Gold & Special Minerals B Fund (OGMBX)

  

Most Recent Top 10 Holdings in Oppenheimer Gold & Special Minerals B Fund (OGMBX)

Discover what Oppenheimer Gold & Special Minerals B Fund (OGMBX) manager is buying

30-Sep-09
Randgold Resources Limited [5.58%]
AGNICO EAGLE MINES [5.41%]
KINROSS GOLD CP [4.84%]
COMPANIA MIN BUEN [4.81%]
GOLDCORP INC [4.65%]
ELDORADO GOLD CORP [4.39%]
Sport Supply Group, Inc [4.3%]
BARRICK GOLD CP [3.97%]
IAMGOLD CORPORATION [3.78%]
NEWMONT MIN CP (HLDG [3.77%]

30-Jun-09
Randgold Resources Limited [6.36%]
AGNICO EAGLE MINES [5.19%]
KINROSS GOLD CP [5.03%]
GOLDCORP INC [4.97%]
ELDORADO GOLD CORP [4.48%]
IMPERIAL CAPITAL BCR [4.31%]
NEWMONT MIN CP (HLDG [4.26%]
Sport Supply Group, Inc [4.16%]
BARRICK GOLD CP [4.05%]
Franco-Nevada Corporation [3.99%]

31-Mar-09
Randgold Resources Limited [5.91%]
GENPACT LIMITED [4.96%]
Kinross Gold Corporation [4.85%]
COMPANIA MIN BUEN [4.67%]
NEWMONT MIN CP (HLDG [4.57%]
AGNICO EAGLE MINES [4.5%]
Yamana Gold, Inc. [4.22%]
Eldorado Gold Corporation, Ltd. [4.06%]
BARRICK GOLD CP [4.01%]
IMPERIAL CAPITAL BCR [3.67%]
Click here for Stock Holding Change Map in Oppenheimer Gold & Special Minerals B Fund (OGMBX)

  

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