Oppenheimer Discovery Fund Class B (ODIBX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests primarily in common stocks of U.S. companies that the portfolio manager believes have favorable growth prospects. It emphasizes stocks of small-capitalization (or "small-cap") companies, which are defined as companies with a market capitalization of less than $3 billion when the fund buys them. The portfolio manager looks for companies with high growth potential.


1 month-0.47% 3 years+15.86%
3 months+7.97% 5 years+16.69%
1 year-0.40% Since inception+6.88%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+16.69%+15.53%
Expense ratio1.86%1.39%
Risk 5 year sharpe ratio0.930.90
Net assets$2.1B$793.8M
Average market cap$2.8B$2.9B
Average P/E30.726.6
Portfolio turnover87%87%

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Fund Management and Purchase Info

Fund familyOppenheimerFunds
Fund manager & tenureRonald Zibelli, Jr / 8 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


U.S. stock94.94%
International stock3.26%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 14.40%
Industrial materials 13.62%
Consumer service 12.67%
Hardware 11.62%
Consumer goods 10.15%
Top 10 Holdings
Portfolio weighting
MPWR Monolithic Power Systems Inc2.13%
MIDD The Middleby Corp2.12%
CSGP CoStar Group Inc2.07%
ACHC Acadia Healthcare Co Inc2.05%
TMH Team Health Holdings Inc1.99%
TYL Tyler Technologies Inc1.96%
GWRE Guidewire Software Inc1.93%
ULTI Ultimate Software Group Inc1.92%
DATA Tableau Software Inc Class A1.81%
WAB Westinghouse Air Brake Technologies Corp1.79%

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