| 30.17 Net Asset Value | -0.13% 1 Day | +18.27% 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 | +5.45% | 3 years | +17.94% | |
| 3 months | +12.01% | 5 years | +9.11% | |
| 1 year | +35.04% | Since inception | +11.66% |
| OAEIX | Category | |
|---|---|---|
| Performance 5-yr return | +9.11% | +4.49% |
| Expense ratio | 1.06% | 1.20% |
| Risk 5 year sharpe ratio | 0.49 | 0.29 |
| Net assets | $4.2B | $2.1B |
| Average market cap | $36.0B | $55.9B |
| Average P/E | 13.0 | 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 | 4.00% |
| JPM JPMorgan Chase & Co | 3.95% |
| CVX Chevron Corp | 3.10% |
| PFE Pfizer Inc | 2.31% |
| MRK Merck & Co Inc | 2.24% |
| F Ford Motor Co | 2.11% |
| GMPRB General Mtrs Cv | 2.06% |
| -- Mgic Invt Corp Wis 144A Cv 9% | 1.99% |
| WFC Wells Fargo & Co | 1.93% |
| MSFT Microsoft Corporation | 1.90% |
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