Oppenheimer Real Estate A (OREAX)
* As of 31-Mar-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.39%|
Performance & Risk
|5y Avg Return:||15.52%|
|Rank in Category (ytd):||27|
|% Rank in Category (ytd):||9.18%|
|Morningstar Risk Rating:||4|
The investment seeks total return.
The fund invests at least 80% of its net assets (including borrowings for investment purposes) in common stocks and other equity securities of real estate companies. The fund managers consider a real estate company to be one that derives at least 50% of its revenues from, or invests at least 50% of its assets in, the ownership, construction, financing, management or sale of commercial, industrial or residential real estate. The fund primarily invests in real estate investment trusts ("REITs") but may also invest in real estate operating companies ("REOCs") and other real estate related securities. It is non-diversified. View More