1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#53 in Aggressive Allocation
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.63 percent over the past year, 8.03 percent over the past three years, and 0.75 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.1%|
|3 Years (Annualized)||8.0%|
|5 Years (Annualized)||0.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital with a secondary objective of current income. The fund is a "fund of funds", and invests in other mutual funds. Under normal market conditions, it allocates 75-85% of its assets based on a "static" allocation among the underlying funds and 15-25% of its assets based on a "tactical allocation" to those funds and to other investments. The static portion of the fund's allocation is divided between the underlying funds based on asset allocation target ranges of 30-40% in U.S. equities, 10-35% in foreign equities, 10-30% in fixed-income and up to 10% in alternative funds that provide asset diversification.
Fees are Low compared to funds in the same category.
Oppenheimer Portfolio Series Active Allocation Fund has an expense ratio of 0.52 percent.
Risk is Average compared to funds in the same category according to Morningstar.