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OMSNX

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Analysis and statistics

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About

OMSNX.US represents the Old Mutual Balanced Fund Class N. This is a mutual fund offered by Old Mutual, now BrightSphere Investment Group. The fund aims to provide long-term growth of capital and income by investing in a diversified portfolio of stocks and bonds. Specifically, it seeks a balance between investments in equity securities for growth and fixed-income securities for income and stability, adjusting the allocation based on market conditions and outlook. The fund's performance is influenced by the performance of the underlying securities it holds.
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Factors

General market conditions: Broad economic trends, investor sentiment, and global events influence overall market performance, affecting OMSNX.US.

Interest rate changes: Rising interest rates can decrease bond values, impacting bond funds like OMSNX.US negatively.

Credit risk: Downgrades in credit ratings of bonds held by the fund can lower their value and affect fund prices.

Inflation expectations: Rising inflation expectations can lead to higher interest rates, decreasing bond values and OMSNX.US fund prices.

Fund manager skill: The skill and expertise of the fund manager in selecting and managing bond investments affect fund performance.

Expense ratio: The fund's expense ratio can impact returns, with higher expenses potentially reducing net returns for investors.

Fund size: Very large funds may face challenges in finding attractive investment opportunities, affecting performance.

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