Oppenheimer Global Opportunities Fund Class B (OGGIX)

Net Asset Value
1 Day
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests mainly in equity securities of issuers in the U.S. and foreign countries. It currently emphasizes investments in equities, but it may also invest in debt securities and may invest up to 25% of its assets in "lower-grade" securities, commonly known as "junk bonds." The fund typically invests in a number of different countries and can invest in any country, including countries with developing or emerging markets. It invests a substantial portion of its assets in small- and mid-sized companies.


1 month-9.05% 3 years+10.15%
3 months-8.09% 5 years+7.77%
1 year-5.12% Since inception+10.77%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return+7.77%+10.46%
Expense ratio1.94%1.42%
Risk 5 year sharpe ratio0.580.74
Net assets$3.3B$1.4B
Average market cap$3.6B$40.2B
Average P/E27.017.4
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyOppenheimerFunds
Fund manager & tenureFrank Jennings / 19 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


U.S. stock49.44%
International stock48.82%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 24.61%
Consumer service 19.54%
Industrial materials 14.45%
Hardware 10.31%
Consumer goods 7.68%
Top 10 Holdings
Portfolio weighting
NKTR Nektar Therapeutics Inc9.67%
AMD Advanced Micro Devices Inc3.30%
-- MorphoSys AG2.61%
-- Nokia Oyj2.38%
-- IP Group PLC2.07%
FCS Fairchild Semiconductor International Inc1.98%
-- Novozymes Class B1.97%
YHOO Yahoo! Inc1.96%
TSLA Tesla Motors Inc1.91%
COHR Coherent Inc1.82%

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