×

Spoof Access

Investor Admin
Advisor Admin
×
U.S. Flag United States
Individual Investor
×
Oppenheimer Funds

Which Assets Do We Favor in Q4?

Why investors should consider going international and more in our Investment Outlook, now updated through Q3.

Bw global investing insights collection 620x349

Global Investing Insights

Explore our global market perspectives and ideas for positioning your clients for sustainable investment returns

Investment Strategies for a Changing World

Markets may change, but we believe the Right Way to Invest remains constant.

  1. International Growth Fund
  2. Developing Markets Fund
  3. Senior Floating Rate Fund
  4. SteelPath MLPs
  5. Revenue-Weighted ETFs

International Growth Fund

While the world has changed drastically over the past two decades, Oppenheimer International Growth Fund’s investment philosophy has remained the same: invest in high-quality growth companies at attractive prices and holding them for the long term.

Bw george evans oppenheimer international growth fund 620x349

George R. Evans

Chief Investment Officer, Equities, Portfolio Manager

Meet The Fund Manager
Bw the reality of investing in a misunderstood europe 620x349

Welcome Back, Europe

Access Insights

International Equity

International Growth Fund

OIGAX

The Strategy typically invests in a mix of foreign growth stocks.

View More Compare

Inception

3/96

NAV

$43.21

up $0.15

$26.5 billion Total Assets

  • 1
  • A
View Fund

Developing Markets Fund

As China and the Emerging Markets (EM) begin to enter a cyclical recovery, the long-term view has come back into focus: the Emerging Markets are and will continue to be the growth engine for the world. Learn more about the opportunities in EM equities.

Bw justin leverenz 620x349

Justin Leverenz

Director of Emerging Markets Equities, Portfolio Manager

Meet The Fund Manager
Bw why invest in em now 620x349

Why Invest in Emerging Markets Now?

Access Insights

Emerging Markets Equity

Developing Markets Fund

ODMAX

The Strategy typically invests in emerging and developing market stocks.

View More Compare

Inception

11/96

NAV

$43.01

up $0.09

$37.3 billion Total Assets

View Fund

Senior Floating Rate Fund

Finding income and avoiding principal losses in a rising rate environment can be challenging, but senior loans may help. Learn why we believe senior loans belong as a dedicated allocation in fixed income portfolios through any market environment.

Bw joseph welsh 620x349

Joseph Welsh

Head of Senior Corporate Loan Team

Meet The Fund Manager

The Potential Advantages of Large Senior Loan Funds

Bw the potential advantages of large senior loan funds 620x349

Four Reasons to Avoid Passive Loan ETFs

Bw four reasons to avoid passive loan etfs 620x349
Access Insights

Domestic Debt

Senior Floating Rate Fund

OOSAX

The Strategy typically invests in senior loans.

View More Compare

Inception

9/99

NAV

$8.11

$0.00

$14.6 billion Total Assets

  • 4
  • A
View Fund

SteelPath MLP Mutual Funds

Investing for the long term, OFI SteelPath MLP mutual funds are well-positioned to capitalize on current market conditions while seeking to limit risk. Learn more about how to access the fundamentals of the energy renaissance.

Bw brian watson 620x349

Brian Watson

Senior Portfolio Manager, Director of Research

Meet The Fund Manager
Bw mlp oil 620x349

October 2017: Market Update and Potential Tax Reform

Access Insights

OSPAX

SteelPath MLP Alpha Fund

OSPPX

SteelPath MLP Alpha Plus Fund

OSPMX

SteelPath MLP Income Fund

View All Funds

Revenue-Weighted ETFs

As Exchange Traded Funds (ETFs) gain popularity and evolve, Smart Beta strategies that do not weight indexes by market capitalization alone have emerged. Learn why a smart beta strategy weighted by revenue may offer a better way to gain broad exposure to markets.

Bw the smarter way to weight the index 620x349

The Smarter Way to Weight the Index

Learn More
Bw 5 ways revenue tops market cap in weighting etfs 620x349

5 Reasons to Consider Revenue-Weighted ETFs

Access Insights

RWL

Large Cap Revenue ETF

RDIV

Ultra Dividend Revenue ETF

ESGL

ESG Revenue ETF

See All ETFs

Access Growth and Innovation Across the World

Bw global equities collection 960x334

How We Invest in Transformational Growth Around the World

We take an active approach to investing in growth companies globally while managing risks.

Bw the case for international bonds 340x244

The Case for International Bonds

International bonds can offer favorable yields and valuations compared with U.S. bonds.

Today’s Markets

Bw buffet might have short changed his prediction for the dow 620x349

Buffett Might Have Shortchanged His Prediction for the Dow

If history is a guide, Buffett’s statement may actually prove an understatement.

Bw time for market regime change not yet 620 349

Time for Market Regime Change? Not Yet.

Even with a more hawkish Fed, market regime change seems unlikely any time soon.

Check the background of this firm on FINRA's BrokerCheck
  1. 1. Special Risks: 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. Eurozone investments may be subject to volatility and liquidity issues. Investments in securities of growth companies may be volatile. 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. Diversification does not guarantee profit or protect against loss.
  2. 2. As of 4/12/13, the purchase and exchange of Fund shares is restricted, subject to certain exceptions. Please see the prospectus for further information.
  3. 3. Special Risks: 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. Eurozone investments may be subject to volatility and liquidity issues. Investments in securities of growth companies may be volatile. 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. Investing significantly in a particular region, industry, sector or issuer may increase volatility and risk.
  4. 4. Special Risks: Senior loans are typically lower-rated and may be illiquid investments (which may not have a ready market). The Fund may invest without limit in below-investment-grade securities. The Fund may invest a variable amount in debt rated below "B." May invest 25% or more of its assets in securities issued by companies in the financial services sector which may be susceptible to economic and regulatory events, and increased volatility. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Fixed income investing entails credit and interest rate risks. When interest rates rise, bond prices generally fall, and the Fund’s share prices can fall. Derivative instruments entail higher volatility and risk of loss compared to traditional stock or bond investments. Leverage (borrowing) involves transaction and interest costs on amounts borrowed, which may reduce performance.
  5. 5. Special Risks: Investing in MLPs involves additional risks as compared to the risks of investing in common stock, including risks related to cash flow, dilution and voting rights. The Fund’s investments are concentrated in the energy infrastructure industry with an emphasis on securities issued by MLPs, which may increase volatility. Energy infrastructure companies are subject to risks specific to the industry such as fluctuations in commodity prices, reduced volumes of natural gas or other energy commodities, environmental hazards, changes in the macroeconomic or the regulatory environment or extreme weather. MLPs may trade less frequently than larger companies due to their smaller capitalizations which may result in erratic price movement or difficulty in buying or selling. Additional management fees and other expenses are associated with investing in MLP funds. The Fund is subject to certain MLP tax risks. An investment in the Fund does not offer the same tax benefits of a direct investment in an MLP. The Fund is organized as a Subchapter “C” Corporation and is subject to U.S. federal income tax on taxable income at the corporate tax rate (currently as high as 35%) as well as state and local income taxes. The potential tax benefit of investing in MLPs depend on them being treated as partnerships for federal income tax purposes. If the MLP is deemed to be a corporation, its income would be subject to federal taxation at the entity level, reducing the amount of cash available for distribution which could result in a reduction of the fund’s value. MLP funds accrue deferred income taxes for future tax liabilities associated with the portion of MLP distributions considered to be a tax-deferred return of capital and for any net operating gains as well as capital appreciation of its investments. This deferred tax liability is reflected in the daily NAV and as a result a MLP fund's after-tax performance could differ significantly from the underlying assets even if the pre-tax performance is closely tracked. The Fund is classified as a “non-diversified” fund and may invest a greater portion of its assets in the securities of a single issuer.
  6. 6. Special Risks: Investing in MLPs involves additional risks as compared to the risks of investing in common stock, including risks related to cash flow, dilution and voting rights. The Fund’s investments are concentrated in the energy infrastructure industry with an emphasis on securities issued by MLPs, which may increase volatility. Energy infrastructure companies are subject to risks specific to the industry such as fluctuations in commodity prices, reduced volumes of natural gas or other energy commodities, environmental hazards, changes in the macroeconomic or the regulatory environment or extreme weather. MLPs may trade less frequently than larger companies due to their smaller capitalizations which may result in erratic price movement or difficulty in buying or selling. Additional management fees and other expenses are associated with investing in MLP funds. The Fund is subject to certain MLP tax risks. An investment in the Fund does not offer the same tax benefits of a direct investment in an MLP. The Fund is organized as a Subchapter “C” Corporation and is subject to U.S. federal income tax on taxable income at the corporate tax rate (currently as high as 35%) as well as state and local income taxes. The potential tax benefit of investing in MLPs depend on them being treated as partnerships for federal income tax purposes. If the MLP is deemed to be a corporation, its income would be subject to federal taxation at the entity level, reducing the amount of cash available for distribution which could result in a reduction of the fund’s value. MLP funds accrue deferred income taxes for future tax liabilities associated with the portion of MLP distributions considered to be a tax-deferred return of capital and for any net operating gains as well as capital appreciation of its investments. This deferred tax liability is reflected in the daily NAV and as a result a MLP fund's after-tax performance could differ significantly from the underlying assets even if the pre-tax performance is closely tracked. The Fund is classified as a “non-diversified” fund and may invest a greater portion of its assets in the securities of a single issuer. To the extent that a Fund obtains leverage through borrowings, there will be the potential for greater gains and the risk of magnified losses.
  7. 7. Special Risks: 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.
  8. 8. Special Risks: An investment in the Fund is subject to investment risk, including the possible loss of principal amount invested. 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. The Fund is classified as a “non-diversified” fund and may invest a greater portion of its assets in the securities of a single issuer. Investing significantly in a particular region, industry, sector or issuer may increase volatility and risk. 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.
  9. 9. This is a new fund with a limited history and an inception date of 10/28/16.
  10. 10. Special Risks: An investment in the Fund is subject to investment risk, including the possible loss of principal amount invested. The stocks of companies with favorable ESG practices may underperform the stock market as a whole. 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.
  11. A. Daily net asset value and dollar change of the fund is as of the previous business day's closing. Fund net asset values are updated at approximately 7:00pm ET daily. ↩
Enlarged Image Modal
×
Loading...
Tiny Button Small Button Large Button Default Button Secondary Button Framed Button Framed Button ( Small Caps )