Oppenheimer Global Opportunities Fund Class A (OPGIX)

73.58
Net Asset Value
-0.26%
1 Day
+7.35%
Year-to-Date
Overall Morningstar Rating
World small/mid stock
Style or Category
5.75
Sales Expenses
1.17%
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+0.15% 3 years+25.54%
3 months-4.70% 5 years+20.21%
1 year+32.61% Since inception+12.74%
Data through --

Peer Comparisonvs. World small/mid stock

 OPGIXCategory
Performance 5-yr return+20.21%+9.99%
Expense ratio1.17%1.43%
Risk 5 year sharpe ratio1.170.79
Net assets$9.4B$1.6B
Average market cap$6.0B$4.6B
Average P/E23.617.9
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyOppenheimerFunds
Fund manager & tenureFrank Jennings / 22 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00

Holdings

International stock54.69%
U.S. stock42.21%
Cash2.21%
Fixed income0.90%
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 Therapeutics9.52%
AMD Advanced Micro Devices Inc4.29%
-- 1.90%
COHR Coherent Inc1.52%
EXAS Exact Sciences Corp1.41%
-- 1.37%
-- 1.36%
-- 1.31%
-- 1.21%
-- 1.13%