Oppenheimer Balanced A
6803 South Tucson Way Centennial CO 80112-3924
Map
Phone: 800-225-5677
| Category: | Moderate Allocation | | Fund Family: | OppenheimerFunds | | Net Assets: | 460.78M | | Year-to-Date Return: | 18.06% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Apr-87 |
|
Emmanuel Ferreira
Lead Manager since
13-Jan-03 | | | Ferreira is a portfolio manager and vice president with OppenheimerFunds, Inc., his employer since January 2003. Prior to joining the firm, he was a portfolio manager at Lashire Investments from July 1999 through December 2002. |
| 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 |
|
| |
| The investment seeks high total investment return consistent with preservation of principal. The fund invests in a variety of different types of securities. It normally invests at least 25% of total assets in stocks and other equity securities, primarily common stocks of U.S. and foreign companies. The fund invests at least 25% of net assets in fixed-income senior securities, such as bonds and notes. |
| Last Dividend
(10-Jun-08):
| 0.08 | | Last Cap Gain
(27-Dec-07):
| 0.62 | | Annual Holdings Turnover
| 54.00% | | Average for Category:
| 74.74% |
|
| Expense | OPASX | Category
Avg | | Total Expense Ratio: | 1.06%
| 1.02% | | Max 12b1 Fee: | 0.21%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 900 | $632 | | 5 Yr Expense Projection*: |
$ 1,139 | $951 | | 10 Yr Expense Projection*: |
$ 1,823 | $1,857 |
|
|
0.17% Nasdaq 0.00%
Profile
