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

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

    Last Trade: $14.66 on 7/31/2015, Change: +0.03 (0.21%)

 

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

Fund Manager Information

Fund Manager Tenure: 15.6 years
Similar Funds: RMUBX  RMUCX  RMUYX 
Fund Family: OppenheimerFunds
Fund Category: Muni New York Long
Fund Performance: May 30, 2015
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 May 30, 2015

  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) management has been with Oppenheimer Rochester Fund Municipals A Fund for 15.6 years
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) has good short-term performance (1-year return 5.68% vs 3.73% Muni New York Long category median performance)
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) has good mid-term performance (3-year return 2.92% vs 2.67% Muni New York Long category median performance)
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) has good Long-term performance (5-year return 4.83% vs 4.01% 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 an annual stock turnover rate of 8.00% vs Muni New York Long average of 12.72%. It is good that Oppenheimer Rochester Fund Municipals A management does not trade extensively for its return.
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) has a lower expense ratio than its Muni New York Long average: 0.72% vs 0.92%

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 May 30, 2015

  • 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) does not have a good risk adjusted return as its 3-year Alpha of -2 is worse than category average of -0.85, and its 3-year Sharpe ratio is 0.43
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.1 that is higher than category average of 4.65
  • Oppenheimer Rochester Fund Municipals A Fund (RMUNX) carries a 4.75% load
See Oppenheimer Rochester Fund Municipals A Fund (RMUNX) performance details as of May 30, 2015

 

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 A2.295.682.924.83
Nuveen NY Municipal Bond I (NTNYX)0.263.993.254.49Compare

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
PowerShares Insured New York Muni Bond (PZT)0.11%4.78%3.32%
SPDR Nuveen Barclays Capital NY Muni Bd (INY)-1.29%2.68%2.93%

 

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
05/2015$6.19B
04/2015$6.17B
03/2015$6.24B
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
04/20150.25%0.06%99.69%0%
03/20150.32%0.06%99.62%0%
02/20150.25%0.07%99.68%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

Apr 29, 2015
New York N Y City Indl Dev Agy Spl 8.5% [5.7%]
Tsasc Inc N Y Tob Settl 5.125% [4.3%]
Tsasc Inc N Y Tob Settl 5% [3.76%]
Syracuse N Y Indl Dev Agy Pilo Pilot 5% [3.42%]
Puerto Rico Sales Tax Fing Cor Sal 5.25% [3.19%]
New York N Y City Indl Dev Agy Rev 5.75% [2.07%]
Suffolk Tob Asset Securitizati Asset Bac [2%]
Nassau Cnty N Y Tobacco Settle To 5.125% [1.64%]
New York N Y City Indl Dev Agy Rev 5.65% [1.35%]
Puerto Rico Pub Bldgs Auth 5.25% [1.32%]

Mar 30, 2015
New York N Y City Indl Dev Agy Spl 8.5% [5.65%]
Tsasc Inc N Y Tob Settl 5.125% [4.29%]
Tsasc Inc N Y Tob Settl 5% [3.77%]
Puerto Rico Sales Tax Fing Cor Sal 5.25% [3.39%]
Syracuse N Y Indl Dev Agy Pilo Pilot 5% [3.37%]
New York N Y City Indl Dev Agy Rev 5.75% [2.14%]
Suffolk Tob Asset Securitizati Asset Bac [1.98%]
Nassau Cnty N Y Tobacco Settle To 5.125% [1.64%]
New York N Y City Indl Dev Agy Rev 5.65% [1.39%]
Puerto Rico Pub Bldgs Auth 5.25% [1.3%]

Feb 27, 2015
New York N Y City Indl Dev Agy Spl 8.5% [5.64%]
Tsasc Inc N Y Tob Settl 5.125% [4.23%]
Tsasc Inc N Y Tob Settl 5% [3.72%]
Syracuse N Y Indl Dev Agy Pilo Pilot 5% [3.35%]
Puerto Rico Sales Tax Fing Cor Sal 5.25% [3.35%]
New York N Y City Indl Dev Agy Rev 5.75% [2.19%]
Suffolk Tob Asset Securitizati Asset Bac [1.96%]
Nassau Cnty N Y Tobacco Settle To 5.125% [1.62%]
Puerto Rico Comwlth Infrastruc Specia 5% [1.45%]
New York N Y City Indl Dev Agy Rev 5.65% [1.39%]
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

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