3 / 5 Stars
4 4 3 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#65 in World Stock
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.
The fund has returned 16.13 percent over the past year, 9.47 percent over the past three years, and 3.65 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.1%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||3.7%|
|10 Years (Annualized)||N/A|
The investment seeks long term growth of capital. The fund is a "fund of funds", and invests in other mutual funds. Under normal market conditions, it allocates its assets among the underlying funds based on asset allocation target ranges of 40-65% in U.S. equities and 35-60% in foreign equities. Equity securities include common stock, preferred stock, rights and warrants, and securities convertible into common stock. Foreign equities are securities of issuers outside of the United States, including issuers in emerging or developing markets.
Fees are Average compared to funds in the same category.
Oppenheimer Portfolio Series Equity Investor Fund has an expense ratio of 0.47 percent.
Risk is Average compared to funds in the same category according to Morningstar.