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Mutual Fund Insights: Oppenheimer Rochester Ohio Municipal B Fund (OROBX)

In-depth Analysis of Oppenheimer Rochester Ohio Municipal B Fund (OROBX)

Mutual fund chart: Oppenheimer Rochester Ohio Municipal B Fund (OROBX)

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See Oppenheimer Rochester Ohio Municipal B Fund (OROBX) performance details as of February 28, 2010

Last Trade: $10.01 on 3/19/2010, Change: -0.01 (-0.1%)

Fund Manager - Daniel G. Loughran

Fund Manager Tenure: 3.8 years [Similar Funds: OROCX OROHX ]
Fundmojo Fund Grade: E (Score: 0.17) (What does this score mean?)

Daniel G. Loughran has been a senior vice president with OppenheimerFunds, Inc. since 2007 and had been a vice president of OppenheimerFunds, Inc since April 2001 and vice president of the Rochester division of the company since January 1996. Daniel G. Loughran is a portfolio manager and officer of 18 portfolios in the Oppenheimer Funds complex. Get more insights on Daniel G. Loughran

What we like about Oppenheimer Rochester Ohio Municipal B Fund (OROBX)

Data for Oppenheimer Rochester Ohio Municipal B Fund (OROBX) as of February 28, 2010

Oppenheimer Rochester Ohio Municipal B Fund (OROBX) management has been with Oppenheimer Rochester Ohio Municipal B Fund for 3.8 years

What we are cautious about Oppenheimer Rochester Ohio Municipal B Fund (OROBX)

Data for Oppenheimer Rochester Ohio Municipal B Fund (OROBX) as of February 28, 2010

Oppenheimer Rochester Ohio Municipal B Fund is a focused fund with 38.07% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
Oppenheimer Rochester Ohio Municipal B Fund (OROBX) has a less-than-ideal short-term performance (1-year return 29.10% vs 9.79 % Muni Ohio category average)
Oppenheimer Rochester Ohio Municipal B Fund (OROBX) has a less-than-ideal mid-term performance (3-year return -4.71% vs 3.13 % Muni Ohio category average)
Oppenheimer Rochester Ohio Municipal B Fund (OROBX) ratio of up-years vs down years can be improved
Oppenheimer Rochester Ohio Municipal B Fund (OROBX) has a Morningstar rating of 3 and below
Oppenheimer Rochester Ohio Municipal B Fund (OROBX) is less safe compared to its Muni Ohio peers
Oppenheimer Rochester Ohio Municipal B Fund (OROBX) has an annual stock turnover rate of 26.00% that is higher than the Muni Ohio average of 17.50%. This could mean Oppenheimer Rochester Ohio Municipal B is more nimble, but also signal potential high tax impact and high trading fees
Oppenheimer Rochester Ohio Municipal B Fund (OROBX) does not have a good risk adjusted return as its 3-year Alpha of -10.36 is worse than category average of -1.3, and its 3-year Sharpe ratio is -0.33
Oppenheimer Rochester Ohio Municipal B Fund (OROBX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.16 that is higher than category average of 6.46
Oppenheimer Rochester Ohio Municipal B Fund (OROBX) has a higher management fee of 1.55% than its Muni Ohio average of 1.04%
Oppenheimer Rochester Ohio Municipal B Fund (OROBX) carries a 5% load

See Oppenheimer Rochester Ohio Municipal B Fund (OROBX) performance details as of February 28, 2010

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Oppenheimer Rochester Ohio Municipal B Fund (OROBX) Net Asset

Track net asset change of Oppenheimer Rochester Ohio Municipal B fund (OROBX)

Date	Net Asset
02/2010	$69.45M
01/2010	$2.63M
11/2009	$2.80M

More historic net asset information on Oppenheimer Rochester Ohio Municipal B Fund (OROBX)

Oppenheimer Rochester Ohio Municipal B Fund (OROBX) Portfolio Allocation

Track portfolio allocation change of Oppenheimer Rochester Ohio Municipal B fund (OROBX)

Date	Cash	Stock	Bond	Other
09/2009	0.21%	0%	99.79%	0%
06/2009	0.05%	0%	99.95%	0%
03/2009	0.05%	0%	99.95%	0%

Click here to see more historic asset allocation information on Oppenheimer Rochester Ohio Municipal B Fund (OROBX)

Most Recent Top 10 Holdings in Oppenheimer Rochester Ohio Municipal B Fund (OROBX)

Discover what Oppenheimer Rochester Ohio Municipal B Fund (OROBX) manager is buying

30-Sep-09

Buckeye Ohio Tob Settlement Fi To 5.875% [7.7%]
Greene Cnty Ohio Rev Greene To 8% [5.13%]
Buckeye Ohio Tob Settlement Fi Toba 6.5% [4.84%]
Hickory Chase Cmnty Auth 7% [4.41%]
Toledo-Lucas Cnty Ohio Port Au Re 5.375% [3.07%]
Buckeye Ohio Tob Settlement Fi To 5.125% [2.75%]
Centerville Ohio Health Care R Hos 5.75% [2.67%]
Puerto Rico Comwlth Infrastruc Rev 6.5% [2.62%]
Riversouth Auth 5.75% [2.48%]
Grove Ohio Tax Increment Fing Tax 5.375% [2.4%]

30-Jun-09

Hickory Chase Cmnty Auth 7% [6.64%]
Buckeye Ohio Tob Settlement Fi To 5.875% [6.46%]
Buckeye Ohio Tob Settlement Fi Toba 6.5% [4.03%]
Centerville Ohio Health Care R Hos 5.75% [3.67%]
Toledo-Lucas Cnty Ohio Port Au Re 5.375% [3.63%]
Puerto Rico Comwlth Aqueduct & Rev Bd 6% [3.56%]
Buckeye Ohio Tob Settlement Fi To 5.125% [2.83%]
Virgin Islands Pub Fin Auth 4.7% [2.69%]
Riversouth Auth 5.75% [2.65%]
Puerto Rico Comwlth Infrastruc Rev 6.5% [2.59%]

31-Mar-09

Puerto Rico Sales Tax Fing Cor Sales Tax [10.24%]
Buckeye Ohio Tob Settlement Fi To 5.875% [6.55%]
Hickory Chase Cmnty Auth 7% [6.3%]
Buckeye Ohio Tob Settlement Fi Toba 6.5% [5.16%]
Centerville Ohio Health Care R Hos 5.75% [3.77%]
Toledo-Lucas Cnty Ohio Port Au Re 5.375% [3.62%]
Puerto Rico Comwlth Aqueduct & Rev Bd 6% [3.48%]
Buckeye Ohio Tob Settlement Fi To 5.125% [2.89%]
Puerto Rico Comwlth Infrastruc Rev 6.5% [2.69%]
Tuscarawas Cnty Ohio Hosp Facs Hosp 6.5% [2.59%]

Click here for Stock Holding Change Map in Oppenheimer Rochester Ohio Municipal B Fund (OROBX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.