Oppenheimer Capital Appreciation Fund Class R (OTCNX)

$65.26
C Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. All Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Oppenheimer Capital Appreciation Fund Class R 33 0.93 15.59% -0.30% 1.37%
U.S. All Cap - Growth 33 0.96 12.83% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 15.32% 12.43% 2.89%
Year-to-Date 15.59% 12.83% 2.75%
1 Year 47.41% 0.00% 47.41%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

33%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 33% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.37%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,692

Real cost (fees + lost compounding)

$2,099

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
1.13%