OppenheimerFunds has expanded its product offering into the fast-growing smart beta industry with Oppenheimer Revenue-Weighted Strategy ETFs, which offer investors a distinctly unique approach to the ETF market. Here is the full lineup of Oppenheimer Revenue-Weighted Strategy ETFs:
- Oppenheimer Large Cap Revenue ETF
- Oppenheimer Mid Cap Revenue ETF
- Oppenheimer Small Cap Revenue ETF
- Oppenheimer Ultra Dividend Revenue ETF
- Oppenheimer Global Growth Revenue ETF
- Oppenheimer ADR Revenue ETF
- Oppenheimer Financials Sector Revenue ETF
- Oppenheimer Navellier Overall A-100 Revenue ETF
In general, index funds provide a variety of benefits such as diversification, transparency of investment process and low costs. But most index funds are market-cap weighted and that can leave investors overexposed to trendy and overpriced stocks.
The Oppenheimer Revenue-Weighted Strategy ETFs select known indices like the S&P 500 and strive to improve their performance returns. This is achieved by weighting each security in the index by top line revenue. These weightings are rebalanced every quarter to keep the index in line with the companies’ most recently reported revenue levels.
We believe weighting by revenue offers several additional benefits:
- Broad and diversifies exposure to the market
- Not influenced by stock price
- A truer indicator of a company’s value
- Stable sector exposure
Learn more about our lineup of Oppenheimer Revenue-Weighted ETFs.
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An investment in the Fund is subject to investment risk, including the possible loss of principal amount invested. Fund returns may not match the return of its respective index, known as non-correlation risk, due to operating expenses incurred by the Fund. The alternate weighting approach employed by the Fund (i.e., using revenues as a weighting measure), while designed to enhance potential returns, may not produce the desired results. Because the Fund is rebalanced quarterly, portfolio turnover may exceed 100%. The greater the portfolio turnover, the greater the transaction costs, which could have an adverse effect on Fund performance.
These views represent the opinions of OppenheimerFunds and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments.