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Smart Beta

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.

    An investment in the Funds is subject to investment risk, including the possible loss of principal amount invested. Small and 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 small-sized or mid-sized company, if any gain is realized at all.

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