Oppenheimer Equity Inv B
6803 South Tucson WayCentennial, Colorado 80112-3924
Map
Phone: 800-225-5677
| Category: | World Stock | | Fund Family: | OppenheimerFunds | | Net Assets: | 686.86M | | Year-to-Date Return: | 5.05% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Apr 4, 2005 |
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Alan C. Gilston
Lead Manager since Feb 27, 2009 | | | Mr. Gilston has been a member of the Fundsâ portfolio management team since February 2009 and a Vice President of the Funds since March 2009.
Gilston is currently vice president and portfolio manager with OppenheimerFunds, his employer since 1997. Prior to Oppenheimer, he was a portfolio manager with Schroder Capital Management International from 1987 to 1997 and a technology analyst there from 1984 to 1987. Prior to his work at Schroder, he was a technology analyst at Dreyfus Corporation from 1981 to 1984. |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | 500 | | Min Initial Investment, AIP: | 500 | | Min Subsequent Investment: | 50 | | Min Subsequent Investment, IRA: | 50 | | Min Subsequent Investment, AIP: | 25 |
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| 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. |
| Last Dividend
(Dec 30, 2009)
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| 0.00 | | Last Cap Gain
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| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 17.00% | | Average for Category: | 59.11% |
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| Expense | OBAIX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.30% | 1.35% | | Prospectus Net Expense Ratio: | 2.09% | N/A | | Prospectus Gross Expense Ratio: | 2.09% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 5.43% | | Max Deferred Sales Load:
| 5.00% | 2.17% | | 3 Yr Expense Projection*: | 962 | 744 | | 5 Yr Expense Projection*: | 1,335 | 1,113 | | 10 Yr Expense Projection*: | 2,026 | 2,235 |
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0.01(0.08%) May 21