Zacks
0
All posts from Zacks
Zacks in Our Research. Your Success.,

Brief Study of Oppenheimer Value C Fund (CGRCX)

Oppenheimer Value C Fund CGRCX seeks appreciation of capital in the long run. CGRCX primarily invests in common stocks of companies which are considered undervalued. However, CGRCX might also invest in equity securities such as preferred stock, rights, warrants and securities which can be converted into common stocks. CGRCX may also invest up to a fourth of its assets in foreign securities of companies as well as governments of developed and emerging market countries. CGRCX might invest a small portion of its assets in debt securities.

This Large Value producthas a history of positive total returns for over 10 years.  Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 6.6% and 5 year almost 11%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.  

The Oppenheimer Value C Fund, as of the last filing, allocates their fund in top two major groups; Large Value and Large Growth. Further, as of the last filing, Bank of America Corporation, JPMorgan Chase & Co and Edison International were the top holdings for CGRCX.

This Zacks Rank #2 (Buy) was incepted in September 1985 and is managed by Oppenheimer. CGRCX carries an expense ratio of 1.71% and requires a minimal initial investment of $1,000.

Want key mutual fund info delivered straight to your inbox?

Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>


View All Zacks #1 Ranked Mutual Funds
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Get Your Free (CGRCX): Fund Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research