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.
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