Oppenheimer Small & Mid Cap Value C
6803 South Tucson Way N/a Centennial CO 80112-3924
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Phone: 800-225-5677
| Category: | Mid-Cap Blend | | Fund Family: | OppenheimerFunds | | Net Assets: | 333.45M | | Year-to-Date Return: | 37.02% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Sep-93 |
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John Damian
Lead Manager since
10-Oct-01 | | | Damian has been portfolio manager and a senior vice president of OppenheimerFunds Inc. since February 2004. Before joining Oppenheimer in September 2001, he was a senior analyst at Citigroup Asset Management from November 1999 through September 2001. Prior to that, from October 1997 through November 1999, Damian was a senior research analyst at Pzena Investment Management. |
| 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 capital appreciation. The fund invests mainly in stocks of U.S. issuers having a market capitalization up to $13 billion. That includes both small cap stocks (stocks of issuers that have a market capitalization under $3 billion) and mid cap stocks (stocks of issuers having a capitalization between $3 billion and $13 billion).It invests at least 80% of net assets (plus the amount of any borrowings for investment purposes) in equity securities of small-cap and mid-cap issuers. |
| Last Dividend
(20-Dec-95):
| 0.06 | | Last Cap Gain
(5-Dec-08):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 90.44% |
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| Expense | QSCCX | Category
Avg | | Total Expense Ratio: | %
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | 1.00%
| 2.31% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $635 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $980 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,963 |
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