Oppenheimer Eq Inc;A (OAEIX.O)

At A Glance

You hold OAEIX.O in 0 portfolios

Net Asset Value

33.25USD

 0.18 +0.54%

10/30/2014

Category
US Diversified Equity
YTD Return (Cumulative)
 7.27%
Classification
Equity Income
5 Year Return (Annualized)
 14.96%
Manager Benchmark
Lipper Equity Income IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 over 10 years »

 OAEIX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyOppenheimer A
Inception Date02/13/1987
Portfolio Turnover31%
Dividend Yield--
Fund ManagerMichael Levine
Manager Tenure2007
OppenheimerFunds Inc
Two World Financial Center
New York, NY 10281-1008

Fees, Expenses, & Minimums

Load TypeFront end
Total Expense Ratio1.01%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee--
Initial Investment$1,000
Subsequent Investments$0
Initial IRA Investments$500
Subsequent IRA Investments$0

Investment Strategy

The Fund seeks total return by mainly investing in undervalued U.S. stocks. The Fund invests 80% of its assets in equity securities including preferred stocks, warrants and securities convertible into common stocks. The Fund invests in equities both for current income from dividends as well as for growth opportunities.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
323
Consistent Return
 
323
Capital Preservation
 
10912
Low Expense
 
107
Tax Efficiency (U.S. only)
 
323

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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