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

Mutual Fund Insights: Oppenheimer Select Value B Fund (OSVBX)

In-depth Analysis of Oppenheimer Select Value B Fund (OSVBX)

Mutual fund chart: Oppenheimer Select Value B Fund (OSVBX)

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See Oppenheimer Select Value B Fund (OSVBX) performance details as of January 31, 2010

  

    Last Trade: $14.12 on 3/18/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for Oppenheimer Select Value B Fund (OSVBX) (alpha release)

  

Fund Manager - John Damian

Fund Manager Tenure: 7.3 years   [Similar Funds: OSVAX  OSVNX  OSVYX ]
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)
Damian has been portfolio manager and a senior vice president of OppenheimerFunds Inc. since February 2004. Before joining Oppenheimer in September 2001, he was a senior analyst at Citigroup Asset Management from November 1999 through September 2001. Prior to that, from October 1997 through November 1999, Damian was a senior research analyst at Pzena Investment Management.  Get more insights on John Damian

  

What we like about Oppenheimer Select Value B Fund (OSVBX) What we like about Oppenheimer Select Value B Fund (OSVBX)

Data for Oppenheimer Select Value B Fund (OSVBX) as of January 31, 2010

  • Oppenheimer Select Value B Fund (OSVBX) management has been with Oppenheimer Select Value B Fund for 7.3 years
  • Oppenheimer Select Value B Fund (OSVBX) has good short-term performance (1-year return 37.36% vs 32.89% Large Value category average)
  • Oppenheimer Select Value B Fund (OSVBX) ratio of up-years vs down years is greater than 2

  

What we are cautious about Oppenheimer Select Value B Fund (OSVBX) What we are cautious about Oppenheimer Select Value B Fund (OSVBX)

Data for Oppenheimer Select Value B Fund (OSVBX) as of January 31, 2010

  • Oppenheimer Select Value B Fund is a focused fund with 32.17% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Oppenheimer Select Value B Fund (OSVBX) has a less-than-ideal mid-term performance (3-year return -10.91% vs -8.60% Large Value category average)
  • Oppenheimer Select Value B Fund (OSVBX) has a less-than-ideal Long-term performance (5-year return -0.93% vs -0.19% Large Value category average)
  • Oppenheimer Select Value B Fund (OSVBX) has a Morningstar rating of 3 and below
  • Oppenheimer Select Value B Fund (OSVBX) is less safe compared to its Large Value peers
  • Oppenheimer Select Value B Fund (OSVBX) does not have a good risk adjusted return as its 3-year Alpha of -2.11 is worse than category average of -1.25, and its 3-year Sharpe ratio is -0.45
  • Oppenheimer Select Value B Fund (OSVBX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.67 that is higher than category average of 20.74
  • Oppenheimer Select Value B Fund (OSVBX) has a higher management fee of 2.25% than its Large Value average of 1.28%
  • Oppenheimer Select Value B Fund (OSVBX) carries a 5% load
See Oppenheimer Select Value B Fund (OSVBX) performance details as of January 31, 2010

  

  

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Oppenheimer Select Value B Fund (OSVBX) Net Asset

Track net asset change of Oppenheimer Select Value B fund (OSVBX)

DateNet Asset
01/2010$20.46M
11/2009$21.61M
10/2009$21.15M
More historic net asset information on Oppenheimer Select Value B Fund (OSVBX)

  

Oppenheimer Select Value B Fund (OSVBX) Portfolio Allocation

Track portfolio allocation change of Oppenheimer Select Value B fund (OSVBX)

DateCashStockBondOther
10/20091.9%98.1%0%0%
07/20093.95%96.05%0%0%
04/20096.67%93.33%0%0%
Click here to see more historic asset allocation information on Oppenheimer Select Value B Fund (OSVBX)

  

Most Recent Top 10 Holdings in Oppenheimer Select Value B Fund (OSVBX)

Discover what Oppenheimer Select Value B Fund (OSVBX) manager is buying

31-Oct-09
JP MORGAN CHASE CO [4.37%]
CHEVRON CORP [3.96%]
Merck & Co [3.46%]
MOTOROLA INC [3.29%]
MORGAN STANLEY [3.16%]
TYCO INTL LTD SWZ [3.05%]
NAVISTAR INTL CP [2.95%]
KROGER CO [2.7%]
EVEREST RE GRP LTD [2.7%]
TIME WARNER CABLE [2.53%]

31-Jul-09
LUBRIZOL CP [4.2%]
MERCK CO INC [4.15%]
TYCO INTL LTD SWZ [3.9%]
EVEREST RE GRP LTD [3.89%]
ASSURANT INC [3.8%]
CHEVRON CORP [3.72%]
PG&E CP [3.21%]
METLIFE INC [3.13%]
TIME WARNER CABLE [2.8%]
KROGER CO [2.65%]

30-Apr-09
Oppenheimer Instl Money Mkt [6.67%]
LUBRIZOL CP [4.83%]
EVEREST RE GRP LTD [4.73%]
TYCO INTL LTD SWZ [4.32%]
Molson Coors Brewing Company [3.94%]
CHEVRON CORP [3.9%]
ASSURANT INC [3.87%]
MERCK CO INC [3.83%]
KROGER CO [3.76%]
NAVISTAR INTL CP [3.6%]
Click here for Stock Holding Change Map in Oppenheimer Select Value B Fund (OSVBX)

  

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