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Investment Strategies

Investment Strategies
  • Equity

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Equity

Fixed Income

Smart Beta

Revenue Weighted Strategy

Name & Description Strategy
Inception Date

Emerging Markets Revenue ETF

Oppenheimer Emerging Markets Revenue ETF gives investors access to the same broad basket of stocks as the MSCI Emerging Markets Index. Each security in the Fund is weighted by its trailing four quarters of total reported revenue, rather than its market capitalization, with a 5% maximum portfolio weight for any one issuer. The Fund is rebalanced quarterly. The Fund seeks to outperform the total return performance of the MSCI Emerging Markets Index.

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Global Revenue ETF

Oppenheimer Global Revenue ETF gives investors access to the same broad basket of stocks as the MSCI ACWI. Each security in the Fund is weighted by its trailing four quarters of total reported revenue, rather than its market capitalization, with a 5% maximum portfolio weight for any one issuer. The Fund is rebalanced quarterly. The Fund seeks to outperform the total return performance of the MSCI ACWI.

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International Revenue ETF

Oppenheimer International Revenue ETF (“the Fund”) gives investors access to the same broad basket of stocks as the MSCI EAFE Index. Each security in the Fund is weighted by its trailing four quarters of total reported revenue, rather than its market capitalization, with a 5% maximum portfolio weight for any one issuer. The Fund is rebalanced quarterly. The Fund seeks to outperform the total return performance of the MSCI EAFE Index.

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Revenue Weighted Dividend

The OFI Global Ultra Dividend Revenue strategy is designed to give investors access to consistent dividend-paying companies across the large- and mid-cap investment universe. The strategy seeks to outperform the total return performance of the S&P 900® Index.

September 30, 2013

Revenue Weighted Large Cap

The OFI Global Revenue Weighted Large Cap strategy gives investors access to the same broad basket of stocks as the S&P 500® Index. Each security in the index is ranked by top line revenue, instead of market capitalization. The strategy seeks to outperform the total return performance of the S&P 500® Index.

February 19, 2008

Revenue Weighted Mid Cap

The OFI Global Revenue Weighted Mid Cap strategy gives investors access to the same broad basket of stocks as the S&P MidCap 400® Index. Each security in the index is ranked by top line revenue, instead of market capitalization. The strategy seeks to outperform the total return performance of the S&P MidCap 400® Index.

February 20, 2008

Revenue Weighted Small Cap

The OFI Global Revenue Weighted Small Cap strategy gives investors access to the same broad basket of stocks as the S&P SmallCap 600® Index. Each security in the index is ranked by top line revenue, instead of market capitalization. The strategy seeks to outperform the total return performance of the S&P SmallCap 600® Index.

February 21, 2008
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