Oppenheimer Quest Balanced B
6803 South Tucson Way N/a Centennial CO 80112-3924
Map
Phone: 800-225-5677
| Category: | Moderate Allocation | | Fund Family: | OppenheimerFunds | | Net Assets: | 358.38M | | Year-to-Date Return: | 29.72% | | Yield: | 0.72% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Sep-93 |
|
Colin Glinsman
Lead Manager since
15-Dec-92 | | | Glinsman is chief investment Officer of Oppenheimer Capital's Value/Core equity platform. He is lead manager of Oppenheimer Capital's Large Cap Value and Large Cap Focus strategies, as well as portfolio manager of an open-end mutual fund managed in the large-cap value style. He also manages an open-end mutual fund managed in the balanced style for a third-party distributor. Glinsman 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 |
|
| |
| The investment seeks a combination of growth of capital and investment income. Its primary objective is growth of capital. The fund normally invests at least 50% of assets in common stocks that are undervalued in the marketplace, mainly the common stocks of U.S. issuers or companies with significant U.S. operations. It invests normally at least 25% of assets in equity securities, including common stocks and preferred stocks, and expects to invest between 50% to 75% of assets in equities, and invests at least 25% of assets in senior debt securities. |
| Last Dividend
(15-Jun-09):
| 0.01 | | Last Cap Gain
(7-Dec-07):
| 2.19 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 82.83% |
|
| Expense | QGRBX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | 5.00%
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
|
|
0.28% Nasdaq 
Profile
