OppenheimerFunds
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OIGCX Oppenheimer International Growth C Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… 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.
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OIMBX Oppenheimer Limited Term Municipal B Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… 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 …
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OTFBX Oppenheimer AMT-Free Municipals B Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… 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.
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New Morningstar Analyst Report - Apple, Inc.
… 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 …
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Oppenheimer's Govil on Two Financial PicksOppenheimer Main Street manager Mani Govil gives his take on the outlook and attractiveness of Chubb and American Express.
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States: The 529 Flaw… with Putnam. We have seen it with Oregon ; Oregon's contracted with Oppenheimer. There contracts up at the end of this year. And there's been some real problems in Oppenheimer's domestic fixed-income products, and that's definitely a problem. These contracts really do lock the states in with the mutual fund firms. And, …
with Putnam. We have seen it with Oregon ; Oregon's contracted with Oppenheimer . There contracts up at the end of this year. And there's been some real problems in Oppenheimer's domestic fixed-income products, and that's definitely a problem. These contracts really do lock the states in with the mutual fund firms. And, -
Uncovering Picks and Pitfalls with a Dual Approach… analyst here at Morningstar. With me today is Mani Govil, manager of Oppenheimer Main Street. Mani was one of the most successful managers in 2008, when he managed RS Large Cap Alpha. Mani, thanks for …
analyst here at Morningstar. With me today is Mani Govil, manager of Oppenheimer Main Street. Mani was one of the most successful managers in 2008, when he managed RS Large Cap Alpha. Mani, thanks for -
Better Values in High-Quality FirmsOppenheimer Main Street manager Mani Govil says he's definitely seeing some better values among higher-quality firms relative to the companies that don't have a competitive advantage.
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Why Some 529s Took a Hit… were using? Greg Brown : The big news this year was from Oppenheimer Funds. They had a number of domestic fixed-income products that they used. Oppenheimer actually has nine plans in five different states, and they used Oppenheimer Core Bond OPIGX in many of those 529 plans. That actual fund lost over 35 percent in 2008. So, substantial losses and the plans also had exposure to other Oppenheimer domestic fixed-income funds that also fell hard in 2008. Christine Benz : Including some funds that were supposed to be government bonds ..... Christine Benz : So, Greg, what if I have one of those Oppenheimer plans? What should I do? How do I know whether I should hang on or get rid of it? Greg Brown : Well, those plans are definitely a unique case. I think investors should take a good hard look at those plans. A good place to start is our 529 home page . Each plan is a little bit different. Each plan had varying degrees of exposure to Oppenheimer Core Bond. Each state has reacted differently. Illinois, for example, has reacted rather quickly. In early January they removed Core Bond and they addressed it with a letter. Some states waited until March 30th until coming out with what they are going to do. Some of the other things to look for, for these Oppenheimer plans: is money still in the Oppenheimer Core Bond, existing money? A lot of them have stated that they have removed Core Bonds in offering, but some of them have existing money in Core Bond. Some still have exposure to Oppenheimer Limited-Term Government OPGVX which was part of the same management team and took some of the same bets as Oppenheimer Core Bond. And the other thing to look for is some of the contract issues. Oregon, for example, their contract is coming due at the end of this year, and there is a big question mark of whether Oregon is going to renew that contract. There's no question they've caused a good deal of headache. There's a recent lawsuit from Oregon suing Oppenheimer for the losses. So, it's important to really understand, are these plans how much money do you have in the existing plans …
were using? Greg Brown : The big news this year was from Oppenheimer Funds. They had a number of domestic fixed-income products that they used. Oppenheimer actually has nine plans in five different states, and they used Oppenheimer Core Bond OPIGX in many of those 529 plans. That actual fund lost over 35 percent in 2008. So, substantial losses and the plans also had exposure to other Oppenheimer domestic fixed-income funds that also fell hard in 2008. Christine Benz : Including some funds that were supposed to be government bondsChristine Benz : So, Greg, what if I have one of those Oppenheimer plans? What should I do? How do I know whether I should hang on or get rid of it? Greg Brown : Well, those plans are definitely a unique case. I think investors should take a good hard look at those plans. A good place to start is our 529 home page . Each plan is a little bit different. Each plan had varying degrees of exposure to Oppenheimer Core Bond. Each state has reacted differently. Illinois, for example, has reacted rather quickly. In early January they removed Core Bond and they addressed it with a letter. Some states waited until March 30th until coming out with what they are going to do. Some of the other things to look for, for these Oppenheimer plans: is money still in the Oppenheimer Core Bond, existing money? A lot of them have stated that they have removed Core Bonds in offering, but some of them have existing money in Core Bond. Some still have exposure to Oppenheimer Limited-Term Government OPGVX which was part of the same management team and took some of the same bets as Oppenheimer Core Bond. And the other thing to look for is some of the contract issues. Oregon, for example, their contract is coming due at the end of this year, and there is a big question mark of whether Oregon is going to renew that contract. There's no question they've caused a good deal of headache. There's a recent lawsuit from Oregon suing Oppenheimer for the losses. So, it's important to really understand, are these plans how much money do you have in the existing plans -
Is Your 529 Plan a Lemon?… the problems specific to the plans that had been managed by the Oppenheimer family of funds. But, let's face it. All 529 plans suffered in 2008, a terrible year for stocks. How do I know if my plan is a lemon, even if it wasn't managed by Oppenheimer Funds? How do I know if I've got one that, maybe, I should do something about? Greg Brown : Sure, sure. One ..... been an even bigger push towards index funds. A lot of the Oppenheimer funds were replaced with index funds. Even before that, some of the Oppenheimer equity funds were replaced with index funds. Fees are particularly important with an index plan because usually the lowest cost index fund …
the problems specific to the plans that had been managed by the Oppenheimer family of funds. But, let's face it. All 529 plans suffered in 2008, a terrible year for stocks. How do I know if my plan is a lemon, even if it wasn't managed by Oppenheimer Funds? How do I know if I've got one that, maybe, I should do something about? Greg Brown : Sure, sure. Onebeen an even bigger push towards index funds. A lot of the Oppenheimer funds were replaced with index funds. Even before that, some of the Oppenheimer equity funds were replaced with index funds. Fees are particularly important with an index plan because usually the lowest cost index fund