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Guide to Oppenheimer Active Allocation A Fund (OAAAX)

Oppenheimer Active Allc A ( OAAAX ) a Zacks Ranked #1 (Strong Buy) seeks total return. OAAAX is a "fund of funds". OAAAX normally allocates 75-85% of its assets based on a "static" allocation among the underlying funds and 15-25% of its assets based on a "tactical allocation" to those funds and to other investments.

This Allocation Balanced fund, as of the last filing, allocates their fund in three major groups; Large Value, Foreign Stock, Large Growth. Further, as of the last filing, OPPENHEIMER VALUE FUND, OPPENHEIMER CAPITAL APPRE FD and OPPENHEIMER INT'L GROWTH were the top holdings for OAAAX.

The Oppenheimer Active Allc A fund, managed by Oppenheimer , carries an expense ratio of 0.55. Moreover, OAAAX requires a minimal initial investment of $1,000.

OAAAX has a history of strong positive total returns for over 10 years. Specifically, the fund's returns over the 1, 3, 5 year benchmarks; 1 year 5.29%, 3 year 11.96%, and 5 year 9.78%. To see how this fund performed compared in its category, please click here .

OAAAX's performance, as of the last filing, when compared to funds in its category was in the top 24% in 1 year, top 23% over the past 3 years, and in the 33% over the past 5 years.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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