Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update

Featured Advisor:
Lisa M Andrews

Madison, WI
(608) 204-5960
More Details

Historical Analysis

Partners

Fund Mojo help you discover the best fund managers, funds, and related information

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

Oppenheimer Rochester Fund Municipals A (RMUNX) Fund Ranking and Research

Ranking, Research and Recommendation of Oppenheimer Rochester Fund Municipals A (RMUNX) Fund

    Last Trade: $15.26 on 10/24/2014, Change: +0.01 (0.07%)

 

Graph of Oppenheimer Rochester Fund Municipals A Fund (RMUNX) ManagerFund Manager - Daniel G. Loughran

Fund Manager Information

Fund Manager Tenure: 14.8 years
Similar Funds: RMUBX  RMUCX  RMUYX 
Fund Family: OppenheimerFunds
Fund Category: Muni New York Long
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Loughran has been a senior vice president with OppenheimerFunds, Inc. since 2007 and had been a vice president of OppenheimerFunds, Inc since April 2001 and vice president of the Rochester division of the company since January 1996. He is a portfolio manager and officer of 18 portfolios in the Oppenheimer Funds complex.  Get more insights on Daniel G. Loughran

 

Graph of Oppenheimer Rochester Fund Municipals A Fund (RMUNX) ProfileOppenheimer Rochester Fund Municipals A Fund (RMUNX) Profile

Fund Profile and Description

Oppenheimer Rochester Fund Municipals A Fund seeks as high a level of income exempt from federal income tax and New York state and New York city personal income taxes as is consistent with its investment policies and management while seeking capital preservation. Oppenheimer Rochester Fund Municipals A Fund normally invests at least 80% of net assets in tax-exempt securities. 75% of which must be investment grade. Oppenheimer Rochester Fund Municipals A Fund's investments have no maturity limitations and can include municipal bonds, municipal notes and interests in municipal leases. It can also buy variable and floating rate obligations and invest a significant portion in tobacco settlement revenue bonds.

 

Oppenheimer Rochester Fund Municipals A (RMUNX) Fund Strength What we like about Oppenheimer Rochester Fund Municipals A (RMUNX) Fund

Data for Oppenheimer Rochester Fund Municipals A Fund (RMUNX) as of Sep 29, 2014

  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) management has been with Oppenheimer Rochester Fund Municipals A Fund for 14.8 years
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) has good short-term performance (1-year return 10.53% vs 8.54% Muni New York Long category median performance)
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) has good mid-term performance (3-year return 4.70% vs 4.16% Muni New York Long category median performance)
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) has good Long-term performance (5-year return 5.00% vs 4.17% Muni New York Long category median performance)
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) ratio of up-years vs down years is greater than 2
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) has a Morningstar rating of 4 and above
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) has a lower expense ratio than its Muni New York Long average: 0.72% vs 0.91%

Oppenheimer Rochester Fund Municipals A Fund (RMUNX) Weakness What we are cautious about Oppenheimer Rochester Fund Municipals A (RMUNX) Fund

Data for Oppenheimer Rochester Fund Municipals A Fund (RMUNX) as of Sep 29, 2014

  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) is less safe compared to its Muni New York Long peers
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) has an annual stock turnover rate of 15.00% that is higher than the Muni New York Long average of 13.85%. This could mean Oppenheimer Rochester Fund Municipals A is more nimble, but also signal potential high tax impact and high trading fees
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.53 that is higher than category average of 4.95
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) carries a 4.75% load
See Oppenheimer Rochester Fund Municipals A Fund (RMUNX) performance details as of Sep 29, 2014

 

What do you think?

 

Compare Oppenheimer Rochester Fund Municipals A Fund (RMUNX)Compare with other top Muni New York Long category mutual funds

Aadditional top Muni New York Long mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Oppenheimer Rochester Fund Municipals A12.6210.534.705.00
Columbia New York Tax-Exempt A (COLNX)8.448.844.954.90Compare
USAA NY Bond (USNYX)8.298.624.784.96Compare
Invesco NY Tax Free Inc B (VBNYX)9.389.464.844.92Compare

See top fund managers for Muni New York Long Category Funds

 

Compare Oppenheimer Rochester Fund Municipals A Fund (RMUNX)Compare with Muni New York Long category ETFs

Some Muni New York Long ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR Nuveen Barclays Capital NY Muni Bd (INY)9.18%8.75%4.86%
PowerShares Insured New York Muni Bond (PZT)13.32%13.27%4.87%

 

Graph of Oppenheimer Rochester Fund Municipals A Fund (RMUNX) Net Asset TrackingOppenheimer Rochester Fund Municipals A (RMUNX) Fund Net Asset

Track net asset change of Oppenheimer Rochester Fund Municipals A fund (RMUNX)

DateNet Asset
09/2014$6.21B
08/2014$6.25B
07/2014$6.10B
More historic net asset information on Oppenheimer Rochester Fund Municipals A Fund (RMUNX)

  

Graph of Oppenheimer Rochester Fund Municipals A Fund (RMUNX) Portfolio TrackingOppenheimer Rochester Fund Municipals A (RMUNX) Fund Portfolio Allocation

Track portfolio allocation change of Oppenheimer Rochester Fund Municipals A fund (RMUNX)

DateCashStockBondOther
08/20140.12%0.07%99.81%0%
07/20140.13%0.08%99.79%0%
06/20140.12%0.08%99.8%0%
Click here to see more historic asset allocation information on Oppenheimer Rochester Fund Municipals A Fund (RMUNX)

 

graph of Oppenheimer Rochester Fund Municipals A Fund (RMUNX) Top 10 Position TrackingTop 10 Holdings in Oppenheimer Rochester Fund Municipals A (RMUNX) Fund

Discover what Oppenheimer Rochester Fund Municipals A Fund (RMUNX) manager is buying

Aug 30, 2014
New York N Y City Indl Dev Agy Spl 8.5% [5.69%]
Tsasc Inc N Y Tob Settl 5.125% [3.93%]
Tsasc Inc N Y Tob Settl 5% [3.37%]
Syracuse N Y Indl Dev Agy Pilo Pilot 5% [3.32%]
New York N Y City Indl Dev Agy Rev 5.75% [2.1%]
Deutsche Bk Spears/Lifers Tr V Ctfs [2.02%]
Suffolk Tob Asset Securitizati Asset Bac [1.83%]
Nassau Cnty N Y Tobacco Settle To 5.125% [1.52%]
Puerto Rico Pub Bldgs Auth 5.25% [1.47%]
Puerto Rico Comwlth Infrastruc Specia 5% [1.39%]

Jul 30, 2014
New York N Y City Indl Dev Agy Spl 8.5% [6%]
Tsasc Inc N Y Tob Settl 5.125% [3.98%]
Tsasc Inc N Y Tob Settl 5% [3.38%]
Syracuse N Y Indl Dev Agy Pilo Pilot 5% [3.36%]
New York N Y City Indl Dev Agy Rev 5.75% [2.1%]
Deutsche Bk Spears/Lifers Tr V Ctfs [1.88%]
Suffolk Tob Asset Securitizati Asset Bac [1.83%]
Nassau Cnty N Y Tobacco Settle To 5.125% [1.52%]
New York N Y City Indl Dev Agy Rev 5.65% [1.38%]
Puerto Rico Pub Bldgs Auth 5.25% [1.37%]

Jun 29, 2014
New York N Y City Indl Dev Agy Spl 8.5% [5.88%]
Tsasc Inc N Y Tob Settl 5.125% [4%]
Tsasc Inc N Y Tob Settl 5% [3.44%]
Syracuse N Y Indl Dev Agy Pilo Pilot 5% [3.37%]
New York N Y City Indl Dev Agy Rev 5.75% [2.07%]
Suffolk Tob Asset Securitizati Asset Bac [1.85%]
Deutsche Bk Spears/Lifers Tr V Ctfs [1.77%]
Nassau Cnty N Y Tobacco Settle To 5.125% [1.55%]
Puerto Rico Sales Tax Fing Cor Sal 5.75% [1.46%]
Puerto Rico Pub Bldgs Auth 5.25% [1.4%]
Click here for Stock Holding Change Map in Oppenheimer Rochester Fund Municipals A Fund (RMUNX)

  

Latest News on Oppenheimer Rochester Fund Municipals A (RMUNX) Fund

See what is happening with Oppenheimer Rochester Fund Municipals A Fund (RMUNX)

 

Oppenheimer Rochester Fund Municipals A Fund (RMUNX) Related ResourcesSee more information on Oppenheimer Rochester Fund Municipals A (RMUNX) Fund

Popular pages on Oppenheimer Rochester Fund Municipals A (RMUNX) Fund