used the same basic strategy since he started.Reasonably priced.Leverages the thinking of Oppenheimer's talented global equity team.Gives investors market-cap diversification and some emerging-markets exposure.George Evans has been the fund's manager since its inception in March ..... since its inception in March 1996 and has managed international accounts at Oppenheimer Funds since 1991. When Bill Wilby, longtime manager of Oppenheimer Global OPPAX, stepped down, Evans assumed more management duties on Oppenheimer's global equity team. That team boasts several experienced and talented investors, including Frank Jennings and Rajeev Bhaman.USAOIGAXCore. Although the fund owns healthy ..... the portfolio contains some richly priced names. Evans generally doesn't hedge currencies. Oppenheimer levies redemption fees and uses fair-value pricing on an as-needed basis.
to high volatility and losses.Strong performance under current management.Experienced management.Ron Fielding, head of Oppenheimer's municipal-bond team, retired in May 2009, leaving 16-year firm veteran Dan Loughran as his successor. There are six portfolio managers and nine credit ..... more conservative portfolio construction than either of its high-yield muni siblings from Oppenheimer. Still, management won't hesitate to overweight certain sectors it believes offer the most attractive risk/reward characteristics.This fund must store 95% of its ..... makes it tamer than most other high-yield municipal-bond funds and the other offerings in the Oppenheimer Rochester municipal lineup, which have longer average maturities and more exposure to low-quality debt. Nonetheless, the fund still has considerable risks with big bets
fund, which he's run since January 2005. The Rochester team also runs other Oppenheimer muni funds, including Rochester Fund Municipals RMUNX and Oppenheimer Limited Term New York Municipal LTNYX.USAOPTAXSupporting Player. This fund's large stake in lower-rated bonds and hefty holdings in inverse floating-rate notes make ..... one's muni portfolio.SupportingLead manager Troy Willis works within the investing framework of Oppenheimer's tax-free investing team, led by Dan Loughran. Willis employs a high-income focus and is supported by a team with a reputation for ..... Oppenheimer AMT-Free Municipals' boldness leaves it open to extremes.
Cook is COO, having come to Apple from Compaq in 1998. Peter Oppenheimer is CFO and has been with the company since 1996. Nevertheless, Jobs is irreplaceable, and his departure would have a detrimental long-term
a 12-person team of analysts and managers who moved with him to Oppenheimer; one of them, Anthony Gennaro, is his comanager on this fund.USAOMSOXSupporting PlayerSupportingMani Govil, formerly of RS Large Cap Alpha, is taking over this ..... successful in the past. This is the all-cap version of the large-cap Oppenheimer Main Street.This fund's new lead manager, Mani Govil, employs a strategy that combines quantitative and fundamental analysis. After narrowing down the fund's ..... from across the market-cap spectrum rather than mainly large caps as in Oppenheimer Main Street.
that being said, I changed my elections with the 401k at Lincoln financial as follows: MFS Reseach Intnatl SA2Q - 15% Oppenheimer Dvlping Mrkts SA3D - 10% Delaware Small Cap Core SA2C - 25% AmerFunds Wash Mutual Inv SA1U - 25% Fidelity Mid Cap SA2H
stocks, but it will also dilute performance when gold miners perform well. Among funds of this ilk, the advisor-sold Oppenheimer Gold & Special Minerals OPGSX is Morningstar's sole Medalist fund, earning a rating of Silver. The Stock Picks: For
and some did it with derivatives that caused even more trouble than managers expected when the sector began selling off. Oppenheimer Core Bond OPIGX had other bets that went sour that year, but its CMBS bet was so big that it took what was supposed to be
also selling on rallies to limit price risk. It’s closed to new investors but certainly worth owning if you have it. Oppenheimer Global OPPAX manager Rajeev Bhaman was named comanager in August 2004 and became lead in October 2005. The fund has produced
Fund - Class A 1.21 MFS International Value Fund - Class R2 1.32 MFS International New Discovery Fund - Class R2 1.64 Oppenheimer Global Fund - Class A 1.14 Virtus Emerging Markets Opportunities Fund - Class A 1.57 Fidelity Advisor Real Estate Fund