| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
1
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
U.S. News evaluated 287 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 5.02 percent over the past year, 4.17 percent over the past three years, 5.36 percent over the past five years, and 12.20 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.5% |
| 1 Year | 5.0% |
| 3 Years (Annualized) | 4.2% |
| 5 Years (Annualized) | 5.4% |
| 10 Years (Annualized) | 12.2% |
Summary
The investment seeks capital appreciation consistent with preservation of principal, while providing current income. The fund invests mainly in equity securities of issuers in the U.S. and foreign countries. It currently emphasizes investments in equities, but it may also invest in debt securities and may invest up to 25% of its assets in "lower-grade" securities, commonly known as "junk bonds." The fund typically invests in a number of different countries and can invest in any country, including countries with developing or emerging markets. It invests a substantial portion of its assets in small- and mid-sized companies.
Fees
Fees are Above Average compared to funds in the same category.
Oppenheimer Global Opportunities Fund has an expense ratio of 1.97 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
