OMFL ETF Analysis: Oppenheimer Russell 1000 | BATS

Large Blend | BATS, USA | Market Cap: 4.783m USD | 12M Return: 21.2% | US46138J6192 | Charts, Fundamentals & Technical Analysis

Large Cap, Factor Investing, Equity Securities, US Stocks
Total Rating 61
Safety 49
Buy Signal -0.11
Large Blend
Category Rotation: +1.6
TER: 0.29%
AUM: 4.78B
Avg Turnover: 7.16M
Risk 3d forecast
Volatility10.8%
VaR 5th Pctl2.03%
VaR vs Median4.72%
Reward TTM
Sharpe Ratio1.27
Rel. Str. IBD53.3
Rel. Str. Peer Group77
Character TTM
Beta0.800
Beta Downside0.819
Hurst Exponent0.463
Drawdowns 3y
Max DD15.52%
CAGR/Max DD0.99
CAGR/Mean DD5.44

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 8.7 years of data

Jan +0.6% 2
Feb -0.7% 18
Mar +0.4% 14
Apr +0.6% 25
May +1.0% 18
Jun -1.8% 15
Jul -0.3% 14
Aug +0.4% 9
Sep -4.4% 29
Oct -1.4% 23
Nov +2.3% 16
Dec +0.2% 14

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: OMFL Oppenheimer Russell 1000

The Oppenheimer Russell 1000 Dynamic Multifactor ETF (OMFL) is a passively managed exchange-traded fund that seeks to track the performance of the Russell 1000 Index by allocating at least 80% of its total assets to the securities in that underlying benchmark. Rather than maintaining a static factor mix, the fund dynamically shifts its emphasis across size, value, momentum, quality, and volatility factors depending on the current stage of the U.S. business cycle-favoring size, value, and volatility during recovery; size, value, and momentum during expansion; volatility and quality during slowdown; and momentum, quality, and volatility during contraction. Launched in November 2017, OMFL is classified within the Large Blend category, meaning it provides broad exposure to U.S. large-capitalization stocks across multiple sectors and industries rather than concentrating on a single segment of the market.

Headlines to Watch Out For
  • Factor rotation shifts based on macroeconomic cycle stage
  • Russell 1000 large-cap performance drives underlying NAV
  • AUM growth pressured by cheaper passive multifactor ETF rivals
What is the price of OMFL shares?

As of August 15, 2026, the stock is trading at USD 71.27 with a total of 183,395 shares traded. Over the past week, the price has changed by +0.14%, over one month by +3.44%, over three months by +5.46% and over the past year by +21.22%.

Current recommended Stop Loss: 70.40 (which is 1.2% or 1.5 ATR below the current price).

Is OMFL a buy, sell or hold?

Oppenheimer Russell 1000 has no consensus analysts rating.