NEW YORK, April 3, 2018 – OppenheimerFunds, a leading global asset manager, is pleased to announce the ten-year anniversary of its three flagship Revenue Weighted ETFs:

Sharon French, Head of Beta Solutions, OppenheimerFunds, said, “Having RWL, RWK and RWJ reach their ten-year anniversary is a very significant milestone, given how new the product category is and how few Smart Beta ETFs have similar long-term track records. More importantly, the ten-year rankings for the three strategies are all in the top quartile against all funds in their respective Morningstar categories.”

*Oppenheimer Large, Mid, and Small Cap Revenue ETFs 10Y Category Percentile Rankings as of February 28, 2018

FundMorningstar Category10-Year Morningstar Percentile Rank
Oppenheimer Large Cap Revenue ETF (RWL)Large Value11th (48/684)
Oppenheimer Mid Cap Revenue ETF (RWK)Mid-Cap Value10th (17/221)
Oppenheimer Small Cap Revenue ETF (RWJ)Small Blend4th (15/395)


Oppenheimer Revenue Weighted ETFs instead weight securities by company revenue to target their true economic contributions, resulting in greater exposure to value-oriented stocks. Rebalancing the portfolio every quarter, according to each company’s latest revenue numbers, helps the portfolio avoid unintended exposure to potentially overvalued stocks.
Many investors participate in the U.S. stock market through passive strategies that mirror an index and weight securities by market capitalization. The primary limitation of a market cap-weighted index, however, is that weights may be driven by market sentiment without consideration for underlying company fundamentals.Source: Morningstar, as of 2/28/18, based on total returns*

The full suite of OppenheimerFunds Revenue Weighted ETFs can be found here.

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About OppenheimerFunds

OppenheimerFunds, Inc., a leader in global asset management, is dedicated to providing solutions for its partners and end investors. OppenheimerFunds, including its subsidiaries, manages more than $251 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of February 28, 2018.

Founded in 1959, OppenheimerFunds is an asset manager with a history of providing innovative strategies to its investors. The firm’s 16 investment management teams specialize in equity, fixed income, alternative, multi-asset, and factor and revenue-weighted ETF strategies, including ESG, as a signatory of the UN PRI. OppenheimerFunds and its subsidiaries offer a broad array of products and services to clients, who range from pensions and endowments to financial advisors and individual investors. OppenheimerFunds and certain of its subsidiaries provide advisory services to the Oppenheimer family of funds, and OFI Global Asset Management offers solutions to institutions. The firm is also active through its Philanthropy & Community initiative: 10,000 Kids by 2020, reaching children with introductions to math literacy programs.

Web: oppenheimerfunds.com
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Morningstar Peer Ranking*- Large Value1

 1-Year3-Year5-Year10-Year
Percentile17th30th6th11th
Ranking158/1255280/107636/96148/684

*Based on Total Return. Source: Morningstar, 2/28/18.

Morningstar Peer Ranking*- Mid-Cap Value1

 1-Year3-Year5-Year10-Year
Percentile44th58th41st10th
Ranking149/402188/360102/30917/221

*Based on Total Return. Source: Morningstar, 2/28/18

Morningstar Peer Ranking*- Small Blend1

 1-Year3-Year5-Year10-Year
Percentile97th76th40th4th
Ranking767/793466/643196/55315/395

*Based on Total Return. Source: Morningstar, 2/28/18.