Oppenheimer Equity B 6803 South Tucson Way Centennial CO 80112-3924 Map
Phone: 800-225-5677
| Category: | Large Growth | | Fund Family: | OppenheimerFunds | | Net Assets: | 57.05M | | Year-to-Date Return: | 34.14% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-May-93 |
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Marc L. Baylin
Lead Manager since
05-Jun-07 | | | Baylin has been a vice president of the OppenheimerFunds and a member of the Manager's Growth Equity Investment Team since September 2005. He was managing director and lead portfolio manager at JP Morgan Fleming Investment Management from June 2002 to August 2005 and was a vice president of T. Rowe Price, where he was an investment analyst from June 1993 and a portfolio manager from March 1999 to June 2002. Baylin holds the Chartered Financial Analyst designation. |
| 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: | $50 |
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| The investment seeks high total return. The fund primarily invests (as a non-fundamental policy), under normal market conditions, at least 80% of net assets plus borrowings used for investment purposes in equity securities. It also invests in debt securities when the portfolio managers believe that doing so will be beneficial in obtaining high total return. Under normal market conditions the fund's equity investments primarily are in medium- and large-capitalization companies. It may also invest in companies located outside of the United States. |
| Last Dividend
(14-Dec-01):
| 0.01 | | Last Cap Gain
(11-Dec-08):
| 0.03 | | Annual Holdings Turnover
| 111.00% | | Average for Category:
| 112.30% |
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| Expense | OEQBX | Category Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 5.00%
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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