| 54.93 Net Asset Value | -2.02% 1 Day | +14.20% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 2.30% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +10.31% | 3 years | +19.90% | |
| 3 months | +11.54% | 5 years | +7.36% | |
| 1 year | +23.91% | Since inception | +6.13% |
| ODIBX | Category | |
|---|---|---|
| Performance 5-yr return | +7.36% | +8.20% |
| Expense ratio | 2.30% | 1.48% |
| Risk 5 year sharpe ratio | 0.40 | 0.39 |
| Net assets | $1.8B | $699.1M |
| Average market cap | $2.1B | $2.1B |
| Average P/E | 26.7 | 22.9 |
| Portfolio turnover | 100% | 100% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | OppenheimerFunds |
| Fund manager & tenure | Ronald Zibelli, Jr. / 6 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 14.40% |
| Industrial materials | 13.62% |
| Consumer service | 12.67% |
| Hardware | 11.62% |
| Consumer goods | 10.15% |
| CVLT CommVault Systems, Inc. | 2.10% |
| COO Cooper Companies | 1.99% |
| CSOD Cornerstone OnDemand, Inc. | 1.92% |
| SIRO Sirona Dental Systems, Inc. | 1.91% |
| AZPN Aspen Technology, Inc. | 1.89% |
| EXP Eagle Materials, Inc. | 1.87% |
| ULTI Ultimate Software Group, Inc. | 1.76% |
| N NetSuite, Inc. | 1.68% |
| TMH Team Health Holdings Inc | 1.61% |
| MWIV MWI Veterinary Supply, Inc. | 1.57% |
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