Historically, dividends have played a major role in helping investors increase their wealth over time with less risk. They can also help minimize the impact of volatility on an investor’s portfolio.
But despite the benefits of such strategies, few funds seek to maintain a dividend yield at, or above the broader market, and less than 10% of U.S. large-cap funds have a yield at least as high as the S&P 500 Index.1
Oppenheimer Dividend Opportunity Fund, which maintains one of the highest dividend yields among its peers, takes a unique approach to seeking attractive long-term total returns and a below average risk profile. Oppenheimer Dividend Opportunity Fund also makes a global connection by investing up to 35% of its assets in non-U.S. companies, since international firms have historically placed a high emphasis on paying dividends.2
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1 Source: Morningstar Direct 6/30/16.↩
2 Holdings are subject to change and are dollar weighted based on total net assets.↩
The S&P 500 Index is a broad-based measure of domestic stock market performance. The index is unmanaged and cannot be purchased directly by investors. Index performance is shown for illustrative purposes and does not predict or depict the performance of any investment. Past performance does not guarantee future results.
There is no guarantee that the issuers of stocks will declare dividends in the future, or that dividends will remain at their current levels or increase over time. Value investing involves the risk that undervalued securities may not appreciate as anticipated. Mid-sized company stock is typically more volatile than that of larger company stock. It may take a substantial period of time to realize a gain on an investment in a mid-sized company, if any gain is realized at all. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Emerging and developing market investments may be especially volatile.
These views represent the opinions of OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict performance of any investment. These views are subject to change based on subsequent developments.