(OMFL) Oppenheimer Russell 1000 - BATS

ETF Category: Large Blend | Exchange: BATS (USA) | Market Cap: 4.693m USD | Total Return: 23.7% in 12m

Exchange Traded Fund, Equities, Index Tracking
Total Rating 54
Safety 36
Buy Signal -0.20
Large Blend
Category Rotation: -9.4
TER: 0.29%
AUM: 4.69B
Avg Turnover: 9.96M
Risk 3d forecast
Volatility15.4%
VaR 5th Pctl2.89%
VaR vs Median4.67%
Reward TTM
Sharpe Ratio1.44
Rel. Str. IBD57
Rel. Str. Peer Group35.3
Character TTM
Beta0.844
Beta Downside0.863
Hurst Exponent0.475
Drawdowns 3y
Max DD15.52%
CAGR/Max DD0.90
CAGR/Mean DD4.55

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: OMFL Oppenheimer Russell 1000

The Oppenheimer Russell 1000 Dynamic Multifactor ETF (OMFL) tracks an index designed to rotate across specific equity factors based on prevailing economic cycles. The strategy allocates at least 80% of assets into securities that exhibit characteristics such as value, momentum, quality, size, and low volatility, adjusting the weight of these factors as the economy moves through recovery, expansion, slowdown, and contraction phases.

This rules-based approach utilizes a dynamic multi-factor model to mitigate the cyclical underperformance often associated with static single-factor funds. By targeting the Russell 1000 universe, the fund maintains exposure to large-capitalization U.S. equities, which typically provide higher liquidity and more robust financial reporting than small-cap counterparts. Investors may find it useful to compare these factor rotations against the historical data available on ValueRay.

Headlines to Watch Out For
  • Economic regime shifts trigger dynamic reallocation between value and momentum factors
  • Proprietary cycle indicators determine factor weights during market volatility spikes
  • Relative performance of Russell 1000 constituents drives underlying net asset value
  • Systematic rotation into quality stocks mitigates downside risk during economic contractions
  • Institutional demand for rules-based multifactor strategies influences total fund inflows
What is the price of OMFL shares?

As of June 20, 2026, the stock is trading at USD 68.56 with a total of 164,121 shares traded.
Over the past week, the price has changed by +1.14%, over one month by +1.69%, over three months by +12.06% and over the past year by +23.72%.

Is OMFL a buy, sell or hold?

Oppenheimer Russell 1000 has no consensus analysts rating.