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Oppenheimer Real Estate A (OREAX) Fund Ranking and Research

Ranking, Research and Recommendation of Oppenheimer Real Estate A (OREAX) Fund

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

 

Graph of Oppenheimer Real Estate A Fund (OREAX) ManagerFund Manager - David Wharmby

Fund Manager Information

Fund Manager Tenure: 8.3 years
Similar Funds: OREBX  ORECX  ORENX  OREYX 
Fund Family: OppenheimerFunds
Fund Category: Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

 

Graph of Oppenheimer Real Estate A Fund (OREAX) ProfileOppenheimer Real Estate A Fund (OREAX) Profile

Fund Profile and Description

Oppenheimer Real Estate A Fund seeks total return through investment in real estate securities. Oppenheimer Real Estate A Fund normally invests at least 80% of assets in common stocks and other equity securities of real estate companies. It primarily invests in real estate investment trusts ("REITs") but also invest in real estate operating companies ("REOCs") and other real estate related securities. It is non-diversified.

 

Oppenheimer Real Estate A (OREAX) Fund Strength What we like about Oppenheimer Real Estate A (OREAX) Fund

Data for Oppenheimer Real Estate A Fund (OREAX) as of May 30, 2016

  • Oppenheimer Real Estate A Fund (OREAX) management has been with Oppenheimer Real Estate A Fund for 8.3 years
  • Oppenheimer Real Estate A Fund (OREAX) has good short-term performance (1-year return 9.25% vs 9.01% Real Estate category median performance)
  • Oppenheimer Real Estate A Fund (OREAX) has good mid-term performance (3-year return 10.75% vs 9.69% Real Estate category median performance)
  • Oppenheimer Real Estate A Fund (OREAX) has good Long-term performance (5-year return 9.60% vs 9.40% Real Estate category median performance)
  • Oppenheimer Real Estate A Fund (OREAX) ratio of up-years vs down years is greater than 2
  • Oppenheimer Real Estate A Fund (OREAX) has an annual stock turnover rate of 60.00% vs Real Estate average of 61.66%. It is good that Oppenheimer Real Estate A management does not trade extensively for its return.

Oppenheimer Real Estate A Fund (OREAX) Weakness What we are cautious about Oppenheimer Real Estate A (OREAX) Fund

Data for Oppenheimer Real Estate A Fund (OREAX) as of May 30, 2016

  • Oppenheimer Real Estate A Fund (OREAX) has a Morningstar rating of 3 and below
  • Oppenheimer Real Estate A Fund (OREAX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.98 that is higher than category average of 14.6
  • Oppenheimer Real Estate A Fund (OREAX) has a higher expense ratio of 1.32% than its Real Estate average of 1.28%
  • Oppenheimer Real Estate A Fund (OREAX) carries a 5.75% load
  • As a Real Estate focused fund, Oppenheimer Real Estate A Fund (OREAX) is less diversified and has inherited sector risks associated with the fund
See Oppenheimer Real Estate A Fund (OREAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Oppenheimer Real Estate A Fund (OREAX)Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Oppenheimer Real Estate A5.069.2510.759.60
Cohen & Steers Real Estate Securities A (CSEIX)4.9712.0412.7011.08Compare
Fidelity Real Estate Investment Port (FRESX)5.4713.1611.0110.65Compare
Goldman Sachs Real Estate Securities Ins (GREIX)4.4810.0510.3410.22Compare

See top fund managers for Real Estate Category Funds

 

Compare Oppenheimer Real Estate A Fund (OREAX)Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR Dow Jones REIT ETF (RWR)3.89%9.97%10.25%
iShares US Real Estate (IYR)5.47%8.55%8.64%
Wilshire US REIT ETF (WREI)4.51%11.20%10.78%
iShares Real Estate 50 (FTY)4.72%10.99%9.37%
Schwab US REIT ETF (SCHH)4.03%10.20%10.44%

 

Graph of Oppenheimer Real Estate A Fund (OREAX) Net Asset TrackingOppenheimer Real Estate A (OREAX) Fund Net Asset

Track net asset change of Oppenheimer Real Estate A fund (OREAX)

DateNet Asset
05/2016$1.42B
03/2016$1.42B
02/2016$1.29B
More historic net asset information on Oppenheimer Real Estate A Fund (OREAX)

  

Graph of Oppenheimer Real Estate A Fund (OREAX) Portfolio TrackingOppenheimer Real Estate A (OREAX) Fund Portfolio Allocation

Track portfolio allocation change of Oppenheimer Real Estate A fund (OREAX)

DateCashStockBondOther
04/20162.06%97.94%0%0%
02/20162.22%97.78%0%0%
01/20160.92%99.08%0%0%
Click here to see more historic asset allocation information on Oppenheimer Real Estate A Fund (OREAX)

 

graph of Oppenheimer Real Estate A Fund (OREAX) Top 10 Position TrackingTop 10 Holdings in Oppenheimer Real Estate A (OREAX) Fund

Discover what Oppenheimer Real Estate A Fund (OREAX) manager is buying

Apr 29, 2016
Simon Property Group, Inc. Comm [10.66%]
Welltower Inc. Common Stock [5.03%]
ProLogis, Inc. Common Stock [4.44%]
Regency Centers Corporation Com [4.43%]
Public Storage Common Stock [4.27%]
Boston Properties, Inc. Common [4.27%]
Equinix, Inc. [4.1%]
Digital Realty Trust, Inc. Comm [3.93%]
Macerich Company (The) Common S [3.78%]
Essex Property Trust, Inc. Comm [3.67%]

Feb 28, 2016
Simon Property Group, Inc. Comm [10.82%]
Public Storage Common Stock [7.43%]
Extra Space Storage Inc Common [5.98%]
Equity Residential Common Share [4.97%]
Welltower Inc. Common Stock [4.89%]
Regency Centers Corporation Com [4.27%]
Boston Properties, Inc. Common [4.21%]
ProLogis, Inc. Common Stock [4.2%]
Digital Realty Trust, Inc. Comm [4.06%]
American Campus Communities Inc [3.58%]

Jan 30, 2016
Simon Property Group, Inc. Comm [10.79%]
Public Storage Common Stock [7.63%]
Extra Space Storage Inc Common [6.68%]
Equity Residential Common Share [5.2%]
Welltower Inc. Common Stock [4.7%]
ProLogis, Inc. Common Stock [4.38%]
Regency Centers Corporation Com [4.33%]
Boston Properties, Inc. Common [4.33%]
Digital Realty Trust, Inc. Comm [3.41%]
Kilroy Realty Corporation Commo [3.24%]
Click here for Stock Holding Change Map in Oppenheimer Real Estate A Fund (OREAX)

  

Latest News on Oppenheimer Real Estate A (OREAX) Fund

See what is happening with Oppenheimer Real Estate A Fund (OREAX)

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Oppenheimer Real Estate A Fund (OREAX) Related ResourcesSee more information on Oppenheimer Real Estate A (OREAX) Fund

Popular pages on Oppenheimer Real Estate A (OREAX) Fund

  

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