3 / 5 Stars
2 2 5 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#217 in Large Blend
U.S. News evaluated 487 Large Blend 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 20.19 percent over the past year, 11.86 percent over the past three years, 18.66 percent over the past five years, and 7.47 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||18.7%|
|10 Years (Annualized)||7.5%|
The investment seeks total return. The fund invests mainly in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the future. It normally will invest at least 80% of its net assets in securities of companies that the portfolio managers expect to experience dividend growth, including companies that currently pay dividends and are expected to increase them and companies that do not currently pay dividends but are expected to begin paying them in the near future. The fund can invest in issuers in all capitalization ranges.
Fees are Above Average compared to funds in the same category.
OPPENHEIMER Rising Dividends Fund has an expense ratio of 1.03 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.