OEQAX (Oppenheimer Equity;A)
Net Asset Value: 9.23
1-Day Return:
0.01 (0.11%)
YTD Return as of 2/9/12:
8.46%
Classification: Large-Cap Core Objective: Growth & Income Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
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Total Returns (As of 2/09/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 8.46 | 0.96 | 16.98 | -0.36 | 4.04 |
| Classification | 8.19 | 2.73 | 16.76 | 0.42 | 3.73 |
| Index (S&P 500) | 7.70 | 4.50 | 18.30 | 0.90 | 4.20 |
| % Rank in Class (1-best,100=worst) | 43 | 75 | 44 | 70 | 40 |
Fund Stats
More| Investment Objective: | Growth & Income |
|---|---|
| Net Assets ($Mil) | 1,287.30 |
| Inception Date: | 12/31/59 |
| Manager Name, Tenure | Damian/Williams/Van Cleave, 2009 / 2009 / 2010 |
| Expense Ratio: | 0.99% |
|
Sales Charge:
Load Type:
|
Front-End Load 5.75% 0.00% |
Top 10 Holdings (As of 11/30/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Chevron Corp Ord | CVX | 3.60 |
| Apple Inc Ord | AAPL | 3.20 |
| Coca-cola Co Ord | KO | 2.43 |
| Oracle Corp Ord | ORCL | 2.39 |
| Qualcomm Inc Ord | QCOM | 2.38 |
| Google Inc Ord | GOOG | 1.63 |
| Medtronic Inc Ord | MDT | 1.56 |
| Us Bancorp Ord | USB | 1.56 |
| Wells Fargo & Co Ord | WFC | 1.41 |
| Goldman Sachs Group Inc Ord | GS | 1.30 |
| % of Total Holdings | 21.46 | |
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