1 / 5 Stars
1 1 3 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
#224 in Large Value
U.S. News evaluated 329 Large Value 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 13.38 percent over the past year, 5.10 percent over the past three years, 16.77 percent over the past five years, and 5.42 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||0.1%|
|3 Years (Annualized)||5.1%|
|5 Years (Annualized)||16.8%|
|10 Years (Annualized)||5.4%|
The investment seeks total return. The fund normally invests at least 80% of its net assets in dividend paying stocks. It invests primarily in common stocks of U.S. companies that the portfolio manager believes are undervalued. The fund may invest up to 35% of its total assets in equity securities of foreign issuers and may invest up to 10% of its total assets in equity securities of companies located in developing or emerging market countries. The fund may buy securities issued by companies of any size or market capitalization range and at times might increase its emphasis on securities of issuers in a particular capitalization range.
Fees are Low compared to funds in the same category.
Oppenheimer Dividend Opportunity Fund has an expense ratio of 1.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.