Oppenheimer Transition 2010 C
6803 South Tucson Way Centennial CO 80112-3924
Map
Phone: 800-225-5677
| Category: | Target Date 2000-2010 | | Fund Family: | OppenheimerFunds | | Net Assets: | 5.92M | | Year-to-Date Return: | 20.97% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 15-Dec-06 |
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Jerry A. Webman
Lead Manager since
15-Dec-06 | | | Webman has been the chief economist of OppenheimerFunds since 2006, the senior investment officer and director of the firm's fixed income investments since 1999. Prior to joining the firm, he was a senior vice president of HarbourView Asset Management Corporation since May 1999. Previously, he was a managing director and chief fixed-income strategist at Prudential Mutual Funds, where he had been since 1986. Webman 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 total return until 2010 and then seeks income and secondarily capital growth. The Funds are a special type of mutual fund known as a "fund of funds" because they invest in other mutual funds. Under normal market conditions, the Fund will invest in shares of some or all of the Funds that are chosen based on a determination by Oppenheimer Funds, Inc. that they could provide growth of capital and/or investment income. |
| Last Dividend
(31-Dec-07):
| 0.27 | | Last Cap Gain
(31-Dec-08):
| 0.04 | | Annual Holdings Turnover
| 32.00% | | Average for Category:
| 54.74% |
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| Expense | OTTCX | Category
Avg | | Total Expense Ratio: | %
| 0.60% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.19% | | Max Deferred Sales Load: | 1.00%
| 2.24% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $637 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,081 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,215 |
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