| 29.83 Net Asset Value | +0.67% 1 Day | +16.93% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | 5.75 Sales Expenses | 1.06% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +1.44% | 3 years | +17.31% | |
| 3 months | +7.66% | 5 years | +8.43% | |
| 1 year | +36.43% | Since inception | +11.76% |
| OAEIX | Category | |
|---|---|---|
| Performance 5-yr return | +8.43% | +4.49% |
| Expense ratio | 1.06% | 1.20% |
| Risk 5 year sharpe ratio | 0.50 | 0.30 |
| Net assets | $4.5B | $2.2B |
| Average market cap | $37.8B | $55.9B |
| Average P/E | 13.4 | 14.7 |
| Portfolio turnover | 30% | 30% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | OppenheimerFunds |
| Fund manager & tenure | Michael Levine / 5 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 27.85% |
| Energy | 14.97% |
| Healthcare | 9.94% |
| Telecommunication | 9.33% |
| Consumer goods | 8.36% |
| C Citigroup Inc | 4.05% |
| JPM JPMorgan Chase & Co | 3.89% |
| CVX Chevron Corp | 3.01% |
| MRK Merck & Co Inc | 2.23% |
| PFE Pfizer Inc | 2.19% |
| F Ford Motor Co | 2.16% |
| GMPRB General Mtrs Cv | 2.14% |
| -- Mgic Invt Corp Wis 144A Cv 9% | 2.13% |
| MSFT Microsoft Corporation | 2.07% |
| AAPL Apple Inc | 1.99% |
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