Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund

 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: Oppenheimer Strat Income A Fund (OPSIX)

In-depth Analysis of Oppenheimer Strat Income A Fund (OPSIX)

Mutual fund chart: Oppenheimer Strat Income A Fund (OPSIX)

3 months
6 months
1 year
3 year
5 year

See Oppenheimer Strat Income A Fund (OPSIX) performance details as of February 28, 2010

  

    Last Trade: $4.04 on 3/19/2010, Change: -0.01 (-0.25%)

  

Fund ManagerFund Manager - Arthur P. Steinmetz

Fund Manager Tenure: 1.0 years   [Similar Funds: OPSGX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
A prudent and meticulous investor, Arthur Steinmetz utilizes a combination of fundamental analysis and quantitative modelling to develop a portfolio of global fixed-income securities. Steinmetz is a senior vice president of OppenheimerFunds, Inc. Prior to joining OFI in 1986, he was an analyst with PaineWebber where his responsibilities dealt with derivative securities.  Get more insights on Arthur P. Steinmetz

  

What we like about Oppenheimer Strat Income A Fund (OPSIX) What we like about Oppenheimer Strat Income A Fund (OPSIX)

Data for Oppenheimer Strat Income A Fund (OPSIX) as of February 28, 2010

  • Oppenheimer Strat Income A Fund (OPSIX) ratio of up-years vs down years is greater than 2
  • Oppenheimer Strat Income A Fund (OPSIX) has an annual stock turnover rate of 96.00% vs Multisector Bond average of 105.82%. It is good that Oppenheimer Strat Income A management does not trade extensively for its return.
  • Oppenheimer Strat Income A Fund (OPSIX) has a lower management fee than its Multisector Bond average: 0.96% vs 1.17%

  

What we are cautious about Oppenheimer Strat Income A Fund (OPSIX) What we are cautious about Oppenheimer Strat Income A Fund (OPSIX)

Data for Oppenheimer Strat Income A Fund (OPSIX) as of February 28, 2010

  • Oppenheimer Strat Income A Fund (OPSIX) management has been with Oppenheimer Strat Income A Fund for only 1.0 years, it is hard to judge manager's ability based on this fund's operation record
  • Oppenheimer Strat Income A Fund (OPSIX) has a less-than-ideal short-term performance (1-year return 31.94% vs 31.94 % Multisector Bond category average)
  • Oppenheimer Strat Income A Fund (OPSIX) has a less-than-ideal mid-term performance (3-year return 3.67% vs 4.20 % Multisector Bond category average)
  • Oppenheimer Strat Income A Fund (OPSIX) has a less-than-ideal Long-term performance (5-year return 4.77% vs 4.80 % Multisector Bond category average)
  • Oppenheimer Strat Income A Fund (OPSIX) has a Morningstar rating of 3 and below
  • Oppenheimer Strat Income A Fund (OPSIX) is less safe compared to its Multisector Bond peers
  • Oppenheimer Strat Income A Fund (OPSIX) does not have a good risk adjusted return as its 3-year Alpha of -3.11 is worse than category average of -2.03, and its 3-year Sharpe ratio is 0.22
  • Oppenheimer Strat Income A Fund (OPSIX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.96 that is higher than category average of 10.47
  • Oppenheimer Strat Income A Fund (OPSIX) carries a 4.75% load
See Oppenheimer Strat Income A Fund (OPSIX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Multisector Bond category?

Below are some additional Multisector Bond mutual funds generated out of our database

  

Oppenheimer Strat Income A Fund (OPSIX) Net Asset

Track net asset change of Oppenheimer Strat Income A fund (OPSIX)

DateNet Asset
02/2010$8.36B
01/2010$5.98B
11/2009$6.06B
More historic net asset information on Oppenheimer Strat Income A Fund (OPSIX)

  

Oppenheimer Strat Income A Fund (OPSIX) Portfolio Allocation

Track portfolio allocation change of Oppenheimer Strat Income A fund (OPSIX)

DateCashStockBondOther
09/20095.03%0.11%80.54%14.31%
06/200911%0.04%76.73%12.22%
03/200912.68%0.06%105%10.03%
Click here to see more historic asset allocation information on Oppenheimer Strat Income A Fund (OPSIX)

  

Most Recent Top 10 Holdings in Oppenheimer Strat Income A Fund (OPSIX)

Discover what Oppenheimer Strat Income A Fund (OPSIX) manager is buying

30-Sep-09
Ofi Master Loan- 230 [7.72%]
Citi Omni Mstr Talf 2009-A12 3.35% [2.68%]
Oppenheimer Institutional Money Market E [2.61%]
Turkey(Rep Of) 16% [2.21%]
Brazil(Fed Rep Of) 10% [1.93%]
FNMA [1.43%]
Ford Credit Flp Tr Talf 2009-2 FRN [1.31%]
Brazil(Fed Rep Of) 10% [1.07%]
Germany (Federal Republic Of) 3.75% [0.95%]
Mexico (United Mexican States) 8% [0.93%]

30-Jun-09
Ofi Master Loan- 230 [6.08%]
FNMA [1.62%]
Brazil (Federative Republic) 10% [1.57%]
US Treasury Note 0.875% [1.32%]
Turkey(Rep Of) 16% [0.99%]
FNMA [0.88%]
GREECE(REP OF) [0.82%]
Japan(Govt Of) 1.5% [0.78%]
Turkey(Rep Of) [0.67%]
HALLERTAU SPC ACTING FOR ACCOUNT OF SER 2008-2 SEG [0.65%]

31-Mar-09
Oppenheimer Instl Money Mkt [9.13%]
US Treasury Note 0.625% [7.3%]
Ofi Master Loan- 230 [3.31%]
FNMA [1.72%]
Japan(Govt Of) 1.5% [1.36%]
Japan(Govt Of) 0.9% [1.16%]
FNMA [0.99%]
FNMA [0.88%]
Brazil (Federative Republic) 10% [0.82%]
FNMA [0.75%]
Click here for Stock Holding Change Map in Oppenheimer Strat Income A Fund (OPSIX)

  

Related books and products to Oppenheimer Strat Income A Fund (OPSIX)

  

Latest News on Oppenheimer Strat Income A (OPSIX)

See what is happening with Oppenheimer Strat Income A Fund (OPSIX)

 

Books and Resources

 

 

See more information on Oppenheimer Strat Income A Fund (OPSIX)