Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Oppenheimer Discovery Fund Class C (ODICX)

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 mainly invests 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 those issuers that are at the time of purchase within the range of market capitalizations of the Russell 2000 Growth Index.


1 month+0.40% 3 years+6.28%
3 months+9.50% 5 years+7.36%
1 year-9.63% Since inception+5.73%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+7.36%+6.48%
Expense ratio1.86%1.34%
Risk 5 year sharpe ratio0.420.43
Net assets$1.8B$811.2M
Average market cap$3.0B$2.8B
Average P/E30.824.6
Portfolio turnover88%88%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyOppenheimerFunds
Fund manager & tenureRonald Zibelli, Jr / 9 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


U.S. stock97.85%
International stock0.00%
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
ULTI Ultimate Software Group Inc2.68%
CSGP CoStar Group Inc2.52%
BFAM Bright Horizons Family Solutions Inc2.38%
GWRE Guidewire Software Inc2.29%
MPWR Monolithic Power Systems Inc2.27%
LII Lennox International Inc2.05%
WOOF VCA Inc2.05%
AOS A. O. Smith Corp1.98%
MKTX Marketaxess Holdings Inc1.96%
TYL Tyler Technologies Inc1.88%

Partner Offers