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Investment Strategies

Investment Strategies
Investment Strategies

Equities

Fixed Income

Alternatives

Multi-Asset

Equities

Domestic Equity

Name & Description Strategy
Inception Date

Dividend Growth

A large-cap equity strategy focused on investing in high-quality, dividend-growing companies in the United States.

4/30/1980

Equity Income

A large-cap equity strategy focusing on investing in U.S. companies with above-average dividend yield and attractive valuation.

2/13/1987

Large Cap Core

A U.S. large-cap equity strategy that employs fundamental research to identify competitively advantaged companies and/or superior execution with the potential for strong value creation and a compelling risk/reward profile.

2/3/1988

Mid Cap Core

A U.S. mid-cap equity strategy that employs fundamental research to identify companies with superior execution, strong value creation potential and a compelling risk/reward profile.

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Mid Cap Growth

A U.S. mid-cap growth equity strategy which invests in high-quality, high growth companies with sustainable earnings growth and solid management.

11/1/2000

Revenue-Weighted ETFs

OppenheimerFunds' Revenue-Weighted ETFs are a series of revenue-weighted smart beta products comprised of the same securities as broad indices. Each of the products’ constituents is re-weighted based on its contribution to total index revenue.

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Small Cap Core

A U.S. small-cap equity strategy that employs fundamental research to identify companies with superior execution, strong value creation potential and a compelling risk/reward profile.

5/17/2013

SteelPath Panoramic

The strategy seeks total return by investing primarily in the equity of energy and energy-related companies across the energy value chain, as well energy beneficiaries.

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Fixed Income

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