Oppenheimer Global Opportunities Fund Class R (OGINX)

69.78
Net Asset Value
-0.53%
1 Day
+5.78%
Year-to-Date
Overall Morningstar Rating
World small/mid stock
Style or Category
No Load
Sales Expenses
1.42%
Expense Ratio
High
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 "below-investment-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.

Performance

1 month-2.51% 3 years+24.89%
3 months-4.17% 5 years+20.71%
1 year+40.19% Since inception+10.67%
Data through --

Peer Comparisonvs. World small/mid stock

 OGINXCategory
Performance 5-yr return+20.71%+9.99%
Expense ratio1.42%1.43%
Risk 5 year sharpe ratio1.260.84
Net assets$9.0B$1.5B
Average market cap$6.2B$4.9B
Average P/E26.720.0
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyOppenheimerFunds
Fund manager & tenureFrank Jennings / 22 Years
Minimal initial investment$0.00
Minimum IRA investment$500.00

Holdings

International stock52.25%
U.S. stock43.76%
Cash3.11%
Fixed income0.88%
Other0.00%
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 Therapeutics10.73%
AMD Advanced Micro Devices Inc3.54%
-- 2.14%
COHR Coherent Inc1.71%
-- 1.43%
AMAT Applied Materials Inc1.35%
-- 1.31%
EXAS Exact Sciences Corp1.30%
BA Boeing1.27%
-- 1.23%