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Featured Insights

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Alternatives—A Growth Path with Low Volatility?

Alternatives may appeal to investors who want low sensitivity to stock and bond movements.

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Global Allocation Fund: Building a Dynamic Core

Are you confident that your asset allocation will perform across market cycles?

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Midstream MLPs– What the Market May Be Missing

MLP market perceptions do not reflect underlying business fundamentals.

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A Case for Revenue Weighting

Factor-weighted strategies may offer a better way to gain broad exposure to markets.

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Featured Funds

Multi Asset

Global Allocation Fund

QVGIX

The Strategy primarily invests globally in stocks, bonds and alternatives.

Inception

11/91

Share Price

$16.22

down -$0.18

1.52 Billion Total Assets

  • 1
  • 2
  • A

Alternative

Fundamental Alternatives Fund

QVOPX

The Strategy invests long and short across multiple asset types.

Inception

1/89

Share Price

$26.31

down -$0.08

1.02 Billion Total Assets

International Equity

International Growth Fund

OIGAX

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

Inception

3/96

Share Price

$33.66

down -$0.47

21.46 Billion Total Assets

  • 6
  • A

CIO Insights

Krishna Memani, Chief Investment Officer, provides valuable insights on trends and deep market analysis.

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Much Weaker Dollar Needed Before Markets Reach Low

Global markets won't reach their ultimate low unless the dollar weakens significantly.

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2016 Outlook: Modest Growth with High Volatility Ahead

Short-term volatility doesn’t mean an end to the bull market anytime soon.

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  1. 1. Special Risks: Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes and geopolitical risks. Emerging and developing market investments may be especially volatile. Due to the recent global economic crisis that caused financial difficulties for many European Union countries, Eurozone investments may be subject to volatility and liquidity issues. Investments in securities of growth companies may be volatile. Small and mid-sized company stock is typically more volatile than that of larger, more established businesses, as these stocks tend to be more sensitive to changes in earnings expectations. It may take a substantial period of time to realize a gain on an investment in a small or mid-sized company, if any gain is realized at all. Event-linked securities are fixed income securities for which the return of principal and interest payment is contingent on the non-occurrence of a trigger event that leads to physical or economic loss. If the trigger event occurs prior to maturity, the Fund may lose all or a portion of its principal and additional interest. Value investing involves the risk that undervalued securities may not appreciate as anticipated. 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. Below-investment-grade ("high yield" or "junk") bonds are more at risk of default and are subject to liquidity risk. Derivative instruments whose values depend on the performance of an underlying security, asset, interest rate, index or currency, entail potentially higher volatility and risk of loss compared to traditional stock or bond investments. Commodity-linked investments are considered speculative and have substantial risks, including the risk of loss of a significant portion of their principal value. Prices of commodities and commodity-linked investments may fluctuate significantly over short periods due to a variety of factors, including agricultural, economic and regulatory developments. The Fund may also invest through a wholly-owned Cayman Islands subsidiary, which is subject to the laws of the Cayman Islands and involves the risk that changes to those laws could negatively affect the Fund. Diversification does not guarantee profit or protect against loss.
  2. 2. Because of changes to certain non-fundamental investment policies in connection with a change from a balanced strategy to a global allocation strategy, performance prior to 8/16/10 is not indicative of performance for any subsequent periods.
  3. 3. Special 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. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Value investing involves the risk that undervalued securities may not appreciate as anticipated. Short selling may increase volatility and risk of loss and is considered a speculative investment practice. Derivative instruments entail higher volatility and risk of loss compared to traditional stock or bond investments. 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. Commodity-linked investments are speculative and have substantial risks, including the loss of principal. The Fund may also invest through a wholly-owned Cayman Islands subsidiary, which involves the risk that changes to the laws of the Cayman Islands could negatively affect the Fund. Diversification does not guarantee profit or protect against loss.
  4. 4. Effective 12/2/13, The Fund will limit the market value of its total short positions to not more than 40% of its net assets at the time a short sale is entered into.
  5. 5. Prior to 8/3/15, the Fund’s name was Oppenheimer Flexible Strategies Fund.
  6. 6. 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.
  7. 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 p.m. ET daily.
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