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Oppenheimer Fundamental Alternatives Y (QOPYX) Fund Ranking and Research

Ranking, Research and Recommendation of Oppenheimer Fundamental Alternatives Y (QOPYX) Fund

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

 

Graph of Oppenheimer Fundamental Alternatives Y Fund (QOPYX) ManagerFund Manager - Michelle Borré

Fund Manager Information

Fund Manager Tenure: 8.4 years
Similar Funds: QOPBX  QOPCX  QOPNX 
Fund Family: OppenheimerFunds
Fund Category: Multialternative
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.86)     (What does this score mean?)

 

Graph of Oppenheimer Fundamental Alternatives Y Fund (QOPYX) ProfileOppenheimer Fundamental Alternatives Y Fund (QOPYX) Profile

Fund Profile and Description

Oppenheimer Fundamental Alternatives Y Fund seeks growth of capital. Oppenheimer Fundamental Alternatives Y Fund mainly invests in a variety of equity and investment-grade debt securities that are undervalued in the marketplace. It allocates investments among different types of securities in different proportions at different times. Oppenheimer Fundamental Alternatives Y Fund may invest a substantial portion of assets in foreign securities. Further, it may sell securities short. Oppenheimer Fundamental Alternatives Y Fund will limit its total short positions to no more than 25% of its net assets.

 

Oppenheimer Fundamental Alternatives Y (QOPYX) Fund Strength What we like about Oppenheimer Fundamental Alternatives Y (QOPYX) Fund

Data for Oppenheimer Fundamental Alternatives Y Fund (QOPYX) as of May 30, 2016

  • Oppenheimer Fundamental Alternatives Y Fund (QOPYX) management has been with Oppenheimer Fundamental Alternatives Y Fund for 8.4 years
  • Oppenheimer Fundamental Alternatives Y Fund (QOPYX) has good short-term performance (1-year return 0.77% vs -3.89% Multialternative category median performance)
  • Oppenheimer Fundamental Alternatives Y Fund (QOPYX) has good mid-term performance (3-year return 4.45% vs 0.79% Multialternative category median performance)
  • Oppenheimer Fundamental Alternatives Y Fund (QOPYX) has good Long-term performance (5-year return 1.89% vs 1.49% Multialternative category median performance)
  • Oppenheimer Fundamental Alternatives Y Fund (QOPYX) ratio of up-years vs down years is greater than 2
  • Oppenheimer Fundamental Alternatives Y Fund (QOPYX) has a Morningstar rating of 4 and above
  • Asset base in Oppenheimer Fundamental Alternatives Y Fund (QOPYX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Oppenheimer Fundamental Alternatives Y Fund (QOPYX) has an annual stock turnover rate of 62.00% vs Multialternative average of 173.43%. It is good that Oppenheimer Fundamental Alternatives Y management does not trade extensively for its return.
  • Oppenheimer Fundamental Alternatives Y Fund (QOPYX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.35, lower than category average of 4.89
  • Oppenheimer Fundamental Alternatives Y Fund (QOPYX) has a lower expense ratio than its Multialternative average: 1.05% vs 1.59%
  • Oppenheimer Fundamental Alternatives Y Fund (QOPYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Oppenheimer Fundamental Alternatives Y Fund (QOPYX) Weakness What we are cautious about Oppenheimer Fundamental Alternatives Y (QOPYX) Fund

Data for Oppenheimer Fundamental Alternatives Y Fund (QOPYX) as of May 30, 2016

See Oppenheimer Fundamental Alternatives Y Fund (QOPYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Oppenheimer Fundamental Alternatives Y Fund (QOPYX)Compare with other top Multialternative category mutual funds

Aadditional top Multialternative mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Oppenheimer Fundamental Alternatives Y1.180.774.451.89
Dreyfus Global Real Return I (DRRIX)4.161.383.552.95Compare
PACE Alternative Strategies A (PASIX)-1.51-3.232.092.59Compare
Aberdeen Diversified Alternatives I (GASIX)-0.55-5.232.312.49Compare

See top fund managers for Multialternative Category Funds

 

Compare Oppenheimer Fundamental Alternatives Y Fund (QOPYX)Compare with Multialternative category ETFs

Some Multialternative ETFs for your consideration

ETFYear to DateOne YearThree Year
ProShares Hedge Replication (HDG)-0.06%-2.99%1.14%
IQ Hedge Multi-Strategy Tracker ETF (QAI)1.76%-2.97%1.62%

 

Graph of Oppenheimer Fundamental Alternatives Y Fund (QOPYX) Net Asset TrackingOppenheimer Fundamental Alternatives Y (QOPYX) Fund Net Asset

Track net asset change of Oppenheimer Fundamental Alternatives Y fund (QOPYX)

DateNet Asset
05/2016$1.33B
03/2016$1.23B
02/2016$1.16B
More historic net asset information on Oppenheimer Fundamental Alternatives Y Fund (QOPYX)

  

Graph of Oppenheimer Fundamental Alternatives Y Fund (QOPYX) Portfolio TrackingOppenheimer Fundamental Alternatives Y (QOPYX) Fund Portfolio Allocation

Track portfolio allocation change of Oppenheimer Fundamental Alternatives Y fund (QOPYX)

DateCashStockBondOther
04/201632.49%40.79%20.81%2.75%
02/201635.81%35.35%20.72%5.12%
01/201634.47%36.34%21.33%4.76%
Click here to see more historic asset allocation information on Oppenheimer Fundamental Alternatives Y Fund (QOPYX)

 

graph of Oppenheimer Fundamental Alternatives Y Fund (QOPYX) Top 10 Position TrackingTop 10 Holdings in Oppenheimer Fundamental Alternatives Y (QOPYX) Fund

Discover what Oppenheimer Fundamental Alternatives Y Fund (QOPYX) manager is buying

Apr 29, 2016
SPDR® Gold Shares [2.95%]
Honeywell International Inc. Co [2.35%]
Alphabet Inc. [2.17%]
Lukoil Intl Fin Bv 144A 6.125% [2.09%]
UnitedHealth Group Incorporated [1.78%]
D/B/A Chubb Limited New Common [1.76%]
AT&T Inc. [1.73%]
Raspro Tr 2005-1 FRN [1.61%]
Lockheed Martin Corporation Com [1.59%]
Blade Engine Securitization 144A FRN [1.56%]

Feb 28, 2016
SPDR® Gold Shares [2.5%]
Alphabet Inc. [1.87%]
Raspro Tr 2005-1 FRN [1.82%]
Lockheed Martin Corporation Com [1.79%]
Lukoil Intl Fin Bv 144A 6.125% [1.77%]
Honeywell International Inc. Co [1.77%]
Altria Group, Inc. [1.7%]
Blade Engine Securitization 144A FRN [1.68%]
Deere & Company Common Stock [1.66%]
Airspeed Ltd 2007-1 FRN [1.65%]

Jan 30, 2016
SPDR® Gold Shares [2.2%]
Alphabet Inc. [1.98%]
Blade Engine Securitization 144A FRN [1.83%]
Honeywell International Inc. Co [1.79%]
Airspeed Ltd 2007-1 FRN [1.77%]
Lockheed Martin Corporation Com [1.75%]
Lukoil Intl Fin Bv 144A 6.125% [1.72%]
Altria Group, Inc. [1.68%]
STARWOOD PROPERTY TRUST, INC. S [1.57%]
UnitedHealth Group Incorporated [1.52%]
Click here for Stock Holding Change Map in Oppenheimer Fundamental Alternatives Y Fund (QOPYX)

  

Latest News on Oppenheimer Fundamental Alternatives Y (QOPYX) Fund

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Oppenheimer Fundamental Alternatives Y Fund (QOPYX) Related ResourcesSee more information on Oppenheimer Fundamental Alternatives Y (QOPYX) Fund

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