3 / 5 Stars
4 3 3 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#35 in Small Growth
U.S. News evaluated 215 Small Growth 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 35.88 percent over the past year, 18.76 percent over the past three years, 23.85 percent over the past five years, and 8.47 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.6%|
|3 Years (Annualized)||18.8%|
|5 Years (Annualized)||23.8%|
|10 Years (Annualized)||8.5%|
The investment seeks capital appreciation. The fund invests primarily in common stocks of U.S. companies that the portfolio manager believes have favorable growth prospects. It emphasizes stocks of small-capitalization (or "small-cap") companies, which are defined as companies with a market capitalization of less than $3 billion when the fund buys them. The portfolio manager looks for companies with high growth potential.
Fees are Above Average compared to funds in the same category.
Oppenheimer Discovery Fund has an expense ratio of 1.22 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.