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Oppenheimer Limited-Term Bond Y (OUSYX) Fund Ranking and Research

Ranking, Research and Recommendation of Oppenheimer Limited-Term Bond Y (OUSYX) Fund

    Last Trade: $4.57 on 5/26/2017, Change: +0.00 (0%)

 

Graph of Oppenheimer Limited-Term Bond Y Fund (OUSYX) ManagerFund Manager - Peter A. Strzalkowski

Fund Manager Information

Fund Manager Tenure: 8.1 years
Similar Funds: OUSCX  OUSGX  OUSNX 
Fund Family: OppenheimerFunds
Fund Category: Short-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)

 

Graph of Oppenheimer Limited-Term Bond Y Fund (OUSYX) ProfileOppenheimer Limited-Term Bond Y Fund (OUSYX) Profile

Fund Profile and Description

Oppenheimer Limited-Term Bond Y Fund seeks high current income consistent with preservation of capital. Oppenheimer Limited-Term Bond Y Fund invests mainly in U.S. government debt securities. These include debt securities issued or guaranteed by the U.S. Treasury. It normally invests at least 80% of assets in U.S. government securities and typically invests a substantial portion of assets in mortgage-related derivative securities, such as collateralized mortgage obligations (called CMOs) and mortgage participation certificates.

 

Oppenheimer Limited-Term Bond Y (OUSYX) Fund Strength What we like about Oppenheimer Limited-Term Bond Y (OUSYX) Fund

Data for Oppenheimer Limited-Term Bond Y Fund (OUSYX) as of May 30, 2016

  • Oppenheimer Limited-Term Bond Y Fund (OUSYX) management has been with Oppenheimer Limited-Term Bond Y Fund for 8.1 years
  • Oppenheimer Limited-Term Bond Y Fund (OUSYX) has good mid-term performance (3-year return 1.64% vs 0.93% Short-Term Bond category median performance)
  • Oppenheimer Limited-Term Bond Y Fund (OUSYX) has good Long-term performance (5-year return 2.65% vs 1.38% Short-Term Bond category median performance)
  • Oppenheimer Limited-Term Bond Y Fund (OUSYX) ratio of up-years vs down years is greater than 2
  • Oppenheimer Limited-Term Bond Y Fund (OUSYX) has a Morningstar rating of 4 and above
  • Oppenheimer Limited-Term Bond Y Fund (OUSYX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.2, lower than category average of 1.36
  • Oppenheimer Limited-Term Bond Y Fund (OUSYX) has a lower expense ratio than its Short-Term Bond average: 0.64% vs 0.80%
  • Oppenheimer Limited-Term Bond Y Fund (OUSYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Oppenheimer Limited-Term Bond Y Fund (OUSYX) Weakness What we are cautious about Oppenheimer Limited-Term Bond Y (OUSYX) Fund

Data for Oppenheimer Limited-Term Bond Y Fund (OUSYX) as of May 30, 2016

  • Oppenheimer Limited-Term Bond Y Fund (OUSYX) has a less-than-ideal short-term performance (1-year return 0.73% vs 0.74% Short-Term Bond category median performance)
  • Oppenheimer Limited-Term Bond Y Fund (OUSYX) has an annual stock turnover rate of 83.00% that is higher than the Short-Term Bond average of 64.39%. This could mean Oppenheimer Limited-Term Bond Y is more nimble, but also signal potential high tax impact and high trading fees
See Oppenheimer Limited-Term Bond Y Fund (OUSYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Oppenheimer Limited-Term Bond Y Fund (OUSYX)Compare with other top Short-Term Bond category mutual funds

Aadditional top Short-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Oppenheimer Limited-Term Bond Y1.340.731.642.65
Hartford Short Duration I (HSDIX)2.031.361.562.08Compare
Principal Short-Term Income R5 (PSIQX)1.481.141.271.77Compare
Morgan Stanley Inst Limited Duration I (MPLDX)3.682.861.941.90Compare

See top fund managers for Short-Term Bond Category Funds

 

Compare Oppenheimer Limited-Term Bond Y Fund (OUSYX)Compare with Short-Term Bond category ETFs

Some Short-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Short-Term Bond ETF (BSV)1.45%1.38%1.31%
iShares 1-3 Year Credit Bond (CSJ)1.33%1.29%1.11%
SPDR Barclays Short Term Corp Bd ETF (SCPB)000
Vanguard Short-Term Corporate Bond ETF (VCSH)000

 

Graph of Oppenheimer Limited-Term Bond Y Fund (OUSYX) Net Asset TrackingOppenheimer Limited-Term Bond Y (OUSYX) Fund Net Asset

Track net asset change of Oppenheimer Limited-Term Bond Y fund (OUSYX)

DateNet Asset
05/2016$1.40B
03/2016$1.35B
02/2016$1.36B
More historic net asset information on Oppenheimer Limited-Term Bond Y Fund (OUSYX)

  

Graph of Oppenheimer Limited-Term Bond Y Fund (OUSYX) Portfolio TrackingOppenheimer Limited-Term Bond Y (OUSYX) Fund Portfolio Allocation

Track portfolio allocation change of Oppenheimer Limited-Term Bond Y fund (OUSYX)

DateCashStockBondOther
04/201618.37%0.19%81.16%0.05%
02/201617.99%0.19%81.36%0%
01/201614.25%0.21%85.02%0%
Click here to see more historic asset allocation information on Oppenheimer Limited-Term Bond Y Fund (OUSYX)

 

graph of Oppenheimer Limited-Term Bond Y Fund (OUSYX) Top 10 Position TrackingTop 10 Holdings in Oppenheimer Limited-Term Bond Y (OUSYX) Fund

Discover what Oppenheimer Limited-Term Bond Y Fund (OUSYX) manager is buying

Apr 29, 2016
FNMA [2.88%]
US Treasury Note 1.75% [0.72%]
Anheuser Busch Inbev Fin 1.9% [0.56%]
FHLMC CMO [0.45%]
FHLMC 1.125% [0.44%]
FHLMC CMO 2.3% [0.41%]
Cap One Cc Tr 2014-5a 1.48% [0.41%]
Wells Fargo Co Mtn Be 2.6% [0.41%]
Biogen 2.9% [0.39%]
Chase Issuance Tr 2014-1a 1.15% [0.38%]

Feb 28, 2016
Ginnie Mae Jumbos TBA 3.5% 2046-03-01 [6.89%]
FNMA [2.3%]
US Treasury Note 1.75% [0.68%]
Anheuser Busch Inbev Fin 1.9% [0.53%]
Cap One Cc Tr 2014-5a 1.48% [0.39%]
Wells Fargo Co Mtn Be 2.6% [0.38%]
FHLMC CMO 5% [0.38%]
Biogen 2.9% [0.37%]
Chase Issuance Tr 2014-1a 1.15% [0.36%]
Americredit Auto Recv 2014-3 3.13% [0.36%]

Jan 30, 2016
Ginnie Mae Jumbos TBA 4% 2046-02-01 [4.62%]
Ginnie Mae Jumbos TBA 3.5% 2046-02-01 [2.59%]
US Treasury Note 1.75% [0.71%]
FHLMC 1% [0.66%]
Ge Cap Tr I FRN [0.58%]
Anheuser Busch Inbev Fin 1.9% [0.55%]
Cap One Cc Tr 2014-5a 1.48% [0.41%]
FHLMC CMO 5% [0.4%]
Wells Fargo Co Mtn Be 2.6% [0.4%]
Biogen 2.9% [0.38%]
Click here for Stock Holding Change Map in Oppenheimer Limited-Term Bond Y Fund (OUSYX)

  

Latest News on Oppenheimer Limited-Term Bond Y (OUSYX) Fund

See what is happening with Oppenheimer Limited-Term Bond Y Fund (OUSYX)

 

Oppenheimer Limited-Term Bond Y Fund (OUSYX) Related ResourcesSee more information on Oppenheimer Limited-Term Bond Y (OUSYX) Fund

Popular pages on Oppenheimer Limited-Term Bond Y (OUSYX) Fund

  

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