4 / 5 Stars
5 5 2 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#41 in World Stock
U.S. News evaluated 304 World Stock 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 20.68 percent over the past year, 12.99 percent over the past three years, and 21.64 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-2.1%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||21.6%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests mainly in common stocks of U.S. and foreign companies that the fund's sub-adviser, OppenheimerFunds, Inc. (the "Sub-Adviser") believes are undervalued. It can invest without limit in foreign securities in any country, including countries with developed or emerging markets. Typically, the fund will invest a substantial portion of its assets in issuers in a number of different foreign countries. It does not limit its investments to companies in a particular capitalization range or region.
Fees are Above Average compared to funds in the same category.
Oppenheimer Global Value Fund has an expense ratio of 1.30 percent.
Risk is High compared to funds in the same category according to Morningstar.