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Mutual Fund Insights: Oppenheimer Small & Mid Cap Value B Fund (QSCBX)

In-depth Analysis of Oppenheimer Small & Mid Cap Value B Fund (QSCBX)

Mutual fund chart: Oppenheimer Small & Mid Cap Value B Fund (QSCBX)

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See Oppenheimer Small & Mid Cap Value B Fund (QSCBX) performance details as of January 31, 2010

  

    Last Trade: $24.12 on 3/12/2010, Change: +0.02 (0.08%)
Experiment our closing price forecasting tool for Oppenheimer Small & Mid Cap Value B Fund (QSCBX) (alpha release)

  

Fund Manager - John Damian

Fund Manager Tenure: 8.4 years   [Similar Funds: QSCCX  QSCNX  QSCYX ]
Fundmojo Fund Grade: D (Score: 0.43)     (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 Small & Mid Cap Value B Fund (QSCBX) What we like about Oppenheimer Small & Mid Cap Value B Fund (QSCBX)

Data for Oppenheimer Small & Mid Cap Value B Fund (QSCBX) as of January 31, 2010

  • Oppenheimer Small & Mid Cap Value B Fund (QSCBX) management has been with Oppenheimer Small & Mid Cap Value B Fund for 8.4 years
  • Oppenheimer Small & Mid Cap Value B Fund (QSCBX) has good short-term performance (1-year return 42.68% vs 42.02% Mid-Cap Blend category average)
  • Oppenheimer Small & Mid Cap Value B Fund (QSCBX) ratio of up-years vs down years is greater than 2

  

What we are cautious about Oppenheimer Small & Mid Cap Value B Fund (QSCBX) What we are cautious about Oppenheimer Small & Mid Cap Value B Fund (QSCBX)

Data for Oppenheimer Small & Mid Cap Value B Fund (QSCBX) as of January 31, 2010

  • Oppenheimer Small & Mid Cap Value B Fund (QSCBX) has a less-than-ideal mid-term performance (3-year return -10.18% vs -6.52% Mid-Cap Blend category average)
  • Oppenheimer Small & Mid Cap Value B Fund (QSCBX) has a less-than-ideal Long-term performance (5-year return -0.05% vs 1.32% Mid-Cap Blend category average)
  • Oppenheimer Small & Mid Cap Value B Fund (QSCBX) has a Morningstar rating of 3 and below
  • Oppenheimer Small & Mid Cap Value B Fund (QSCBX) is less safe compared to its Mid-Cap Blend peers
  • Oppenheimer Small & Mid Cap Value B Fund (QSCBX) has an annual stock turnover rate of 99.00% that is higher than the Mid-Cap Blend average of 91.38%. This could mean Oppenheimer Small & Mid Cap Value B is more nimble, but also signal potential high tax impact and high trading fees
  • Oppenheimer Small & Mid Cap Value B Fund (QSCBX) does not have a good risk adjusted return as its 3-year Alpha of 0.17 is worse than category average of 2.72, and its 3-year Sharpe ratio is -0.34
  • Oppenheimer Small & Mid Cap Value B Fund (QSCBX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.33 that is higher than category average of 24.11
  • Oppenheimer Small & Mid Cap Value B Fund (QSCBX) has a higher management fee of 1.96% than its Mid-Cap Blend average of 1.38%
  • Oppenheimer Small & Mid Cap Value B Fund (QSCBX) carries a 5% load
See Oppenheimer Small & Mid Cap Value B Fund (QSCBX) performance details as of January 31, 2010

  

  

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Oppenheimer Small & Mid Cap Value B Fund (QSCBX) Net Asset

Track net asset change of Oppenheimer Small & Mid Cap Value B fund (QSCBX)

DateNet Asset
01/2010$134.08M
11/2009$138.82M
10/2009$135.80M
More historic net asset information on Oppenheimer Small & Mid Cap Value B Fund (QSCBX)

  

Oppenheimer Small & Mid Cap Value B Fund (QSCBX) Portfolio Allocation

Track portfolio allocation change of Oppenheimer Small & Mid Cap Value B fund (QSCBX)

DateCashStockBondOther
10/20093.97%96.03%0%0%
07/20097.21%92.8%0%0%
04/200910.25%88.72%0%1.03%
Click here to see more historic asset allocation information on Oppenheimer Small & Mid Cap Value B Fund (QSCBX)

  

Most Recent Top 10 Holdings in Oppenheimer Small & Mid Cap Value B Fund (QSCBX)

Discover what Oppenheimer Small & Mid Cap Value B Fund (QSCBX) manager is buying

31-Oct-09
Oppenheimer Institutional Money Market E [3.97%]
EVEREST RE GRP LTD [2.51%]
CMS ENERGY CP [2.24%]
NAVISTAR INTL CP [2.01%]
ACE LTD [1.94%]
TYCO INTL LTD SWZ [1.94%]
KROGER CO [1.92%]
ASSURANT INC [1.89%]
HOSPIRA INC [1.86%]
TeleTech Holdings, Inc. [1.84%]

31-Jul-09
CMS ENERGY CP [2.83%]
EVEREST RE GRP LTD [2.61%]
TYCO INTL LTD SWZ [2.58%]
ASSURANT INC [2.24%]
TeleTech Holdings, Inc. [2.19%]
LUBRIZOL CP [2.03%]
MOLSON COORS CO CL B [1.95%]
LORILLARD, INC [1.91%]
ACE LTD [1.85%]
NAVISTAR INTL CP [1.71%]

30-Apr-09
Oppenheimer Instl Money Mkt [10.25%]
CMS ENERGY CP [2.83%]
EVEREST RE GRP LTD [2.72%]
ACE LTD [2.51%]
NAVISTAR INTL CP [2.49%]
ASSURANT INC [2.3%]
TYCO INTL LTD SWZ [2.24%]
LORILLARD, INC [2.23%]
LUBRIZOL CP [2.22%]
Molson Coors Brewing Company [2.16%]
Click here for Stock Holding Change Map in Oppenheimer Small & Mid Cap Value B Fund (QSCBX)

  

Related books and products to Oppenheimer Small & Mid Cap Value B Fund (QSCBX)

  

Latest News on Oppenheimer Small & Mid Cap Value B (QSCBX)

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