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Mutual Fund Insights: Oppenheimer Quest Balanced A Fund (QVGIX)

In-depth Analysis of Oppenheimer Quest Balanced A Fund (QVGIX)

Mutual fund chart: Oppenheimer Quest Balanced A Fund (QVGIX)

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See Oppenheimer Quest Balanced A Fund (QVGIX) performance details as of February 28, 2010

Last Trade: $14.36 on 3/19/2010, Change: -0.09 (-0.62%)

Experiment our closing price forecasting tool for Oppenheimer Quest Balanced A Fund (QVGIX) (alpha release)

Fund Manager - Martin T. Fetherston

Fund Manager Tenure: 1.8 years
Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)

Martin T. Fetherston is a portfolio manager/analyst in Oppenheimer Capitalâs Fixed Income group. Prior to joining the firm in 2007, Martin T. Fetherston was portfolio manager for First Investors Management Company managing the Investment Grade portfolios and corporate bonds. Martin T. Fetherston was a Senior Portfolio Manager at the Dreyfus Corporation from 2002 to 2006. Martin T. Fetherston holds the Chartered Financial Analyst designation. Get more insights on Martin T. Fetherston

What we like about Oppenheimer Quest Balanced A Fund (QVGIX)

Data for Oppenheimer Quest Balanced A Fund (QVGIX) as of February 28, 2010

Oppenheimer Quest Balanced A Fund (QVGIX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
Oppenheimer Quest Balanced A Fund (QVGIX) has good short-term performance (1-year return 52.21% vs 39.25 % Moderate Allocation category average)
Oppenheimer Quest Balanced A Fund (QVGIX) has good mid-term performance (3-year return -4.30% vs -2.09 % Moderate Allocation category average)
Oppenheimer Quest Balanced A Fund (QVGIX) ratio of up-years vs down years is greater than 2

What we are cautious about Oppenheimer Quest Balanced A Fund (QVGIX)

Data for Oppenheimer Quest Balanced A Fund (QVGIX) as of February 28, 2010

Oppenheimer Quest Balanced A Fund (QVGIX) management has been with Oppenheimer Quest Balanced A Fund for only 1.8 years, it is hard to judge manager's ability based on this fund's operation record
Oppenheimer Quest Balanced A Fund (QVGIX) has a less-than-ideal Long-term performance (5-year return -0.18% vs 2.04 % Moderate Allocation category average)
Oppenheimer Quest Balanced A Fund (QVGIX) has a Morningstar rating of 3 and below
Oppenheimer Quest Balanced A Fund (QVGIX) has an annual stock turnover rate of 232.00% that is higher than the Moderate Allocation average of 97.84%. This could mean Oppenheimer Quest Balanced A is more nimble, but also signal potential high tax impact and high trading fees
Oppenheimer Quest Balanced A Fund (QVGIX) does not have a good risk adjusted return as its 3-year Alpha of -4.44 is worse than category average of -2.76, and its 3-year Sharpe ratio is -0.24
Oppenheimer Quest Balanced A Fund (QVGIX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.58 that is higher than category average of 14.91
Oppenheimer Quest Balanced A Fund (QVGIX) has a higher management fee of 1.42% than its Moderate Allocation average of 1.03%
Oppenheimer Quest Balanced A Fund (QVGIX) carries a 5.75% load

See Oppenheimer Quest Balanced A Fund (QVGIX) performance details as of February 28, 2010

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Oppenheimer Quest Balanced A Fund (QVGIX) Net Asset

Track net asset change of Oppenheimer Quest Balanced A fund (QVGIX)

Date	Net Asset
02/2010	$2.43B
01/2010	$1.61B
11/2009	$1.64B

More historic net asset information on Oppenheimer Quest Balanced A Fund (QVGIX)

Oppenheimer Quest Balanced A Fund (QVGIX) Portfolio Allocation

Track portfolio allocation change of Oppenheimer Quest Balanced A fund (QVGIX)

Date	Cash	Stock	Bond	Other
10/2009	0.45%	65.28%	32.14%	2.12%
07/2009	1.16%	71.24%	26.85%	0.74%
04/2009	0%	73.12%	25.82%	1.06%

Click here to see more historic asset allocation information on Oppenheimer Quest Balanced A Fund (QVGIX)

Most Recent Top 10 Holdings in Oppenheimer Quest Balanced A Fund (QVGIX)

Discover what Oppenheimer Quest Balanced A Fund (QVGIX) manager is buying

31-Oct-09

United States Treas Nts 3.625% [3.3%]
Apple Inc. [3.16%]
Google Inc. [2.68%]
Infosys Technologies Limited [2.67%]
A F L A C INC [2.31%]
FHLMC 2% [2.07%]
BK OF AMERICA CP [1.85%]
TRANSOCEAN LTD [1.84%]
XTO ENERGY INC [1.78%]
WAL MART STORES [1.72%]

31-Jul-09

BK OF AMERICA CP [3.18%]
Infosys Technologies Limited [2.84%]
US Treasury Note 3.125% [2.36%]
XTO ENERGY INC [2.35%]
US Treasury Note 3.25% [2.32%]
CAPITAL ONE FINANCIA [2.3%]
Apple Inc. [2.26%]
INTL GAME TECH [2.14%]
WELLPOINT INC. [2.05%]
US TREASURY NOTE [2.01%]

30-Apr-09

FHLMC 4.5% [3.27%]
GEN ELECTRIC CO [3.22%]
WELLPOINT INC. [3.04%]
XTO ENERGY INC [2.86%]
FNMA [2.7%]
EXXON MOBIL CP [2.69%]
MONSANTO COMPANY [2.66%]
METLIFE INC [2.53%]
MORGAN STANLEY [2.52%]
A F L A C INC [2.46%]

Click here for Stock Holding Change Map in Oppenheimer Quest Balanced A Fund (QVGIX)

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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.