Investing Center Preview – Manage your investments and watch your net worth grow.


Oppenheimer Global Opportunities Fund Class Y – OGIYX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
36.800.49 (+1.35%)36.31 - 45.760.0

Market data as of 6:05PM 02/12/16. Quotes are delayed by at least 15 min.

Overview - OGIYX

The investment seeks capital appreciation. The fund invests mainly in equity securities of issuers in the U.S. and foreign countries. It currently emphasizes investments in equities, but it may also invest in debt securities and may invest up to 25% of its assets in "below-investment-grade" securities, commonly known as "junk bonds." The fund typically invests in a number of different countries and can invest in any country, including countries with developing or emerging markets. It invests a substantial portion of its assets in small- and mid-sized companies.

Growth of $10,000 (10 Years)

Total Return6.76%
Yield (Trailing 12 Mo.)0.38%
Expense Ratio0.94%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure20 Years
Fund Inception02/01/2001

Trailing Total Returns - OGIYX

as of 01/31/2016
TimeframeOGIYXS&P 500World Stock
1 Month-11.17%-4.96%-5.44%
3 Month-2.72%-6.18%-7.75%
1 Year1.69%-0.67%-6.17%
3 Year9.90%11.30%4.49%
5 Year7.13%10.91%4.98%
10 Year5.57%6.48%3.73%
Since Inception6.76%10.33%--

Sector Allocation - OGIYX

as of 01/31/2016
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - OGIYX

as of 01/31/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$3.09B
Total Stock Holdings92
Total Bond Holdings0

Top Ten Holdings - OGIYX

as of 01/31/2016
CompanyYTD Return% of Assets
Fingerprint Cards AB B--4.93%
Genmab A/S--3.37%
Pandora AS--2.16%
SuperGroup PLC--2.08%
Novozymes A/S B--2.05%
H Lundbeck A/S--1.94%
Arcam AB B--1.94%

Valuation & Growth - OGIYX

as of 01/31/2016
ValuationOGIYXCategory Range
Price/Cash Flow16.98
Dividend Yield0.55
LT Earnings14.38
Historical Earnings
Sales Growth3.31
Cash-Flow Growth2.22
Book-Value Growth8.27
Key:  Lo 

Morningstar Summary - OGIYX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Key:  Lo 

Tax Analysis - OGIYX, 3 Year Avg

Pretax Return9.90%
Tax-adjusted Return9.71%
Tax Cost Ratio0.17%
Potential Cap Gains17.98%

Create an Online Investing Center Account After Purchasing Premier

Create an Account

Track your Investing Portfolio wherever you use the web.
New charts and graphs make managing your investments easy.
Evaluate stocks with step-by-step tools such as One-Click Scorecard, which lets you analyze investments based on leading strategies such as Robert Hagstrom's The Warren Buffet Way.

Track Your Portfolio Performance Online With Flexible Tools

Portfolio Performance

Track the performance of any of your portfolios.
Chart your portfolio and compare it to up to 10 other stocks, mutual funds, or benchmarks.
Analyze individual holding performance grouped by asset class.

Assess Your Risk vs. Return Potential Against Multiple Models

Risk vs. Return

Get detailed analysis of the risks and returns for all of your portfolios.
Compare your portfolio's asset allocation to the model portfolio of your choice.
Optimize your portfolio by maintaining the most efficient ratio of risk to returns with your asset allocation.

Assess Your Sector Exposure for One or More Portfolio Holdings

Sector Exposure

See the sector distribution of your portfolio and compare it to the model portfolio of your choice.
Read a concise summary of the areas where your portfolio differs most from the model.
Review a detailed sector breakdown for all assets in your portfolio.

Check Your Portfolios for Holding Overlap and View Options for Changes

Holdings Overlap

Select a portfolio to see how its holdings overlap with all of your holdings or a specific portfolio.
The Top 10 Holdings takes into account mutual fund assets giving you a clear idea of your exposure to an individual security.

Set Alerts to Monitor Your Portfolios

Portfolio Alerts

Select the portfolios or watchlists to monitor market changes throughout the day.
Set alerts when the value rises or falls to a specific level, or when the percent change is greater than the specified amount.

Track Security Performance by Using Symbol Alerts

Stock Alerts

Receive alerts on Stocks, Mutual Funds, ETFs, and Indices by entering a symbol.
Customize alerts by price, volume, or specific events like dividends, splits or earnings.

Proprietary One-Click Scorecard Methodology Provides In-Depth Company Analysis

One-Click Scorecard

Get opinions and detailed analysis from multiple independent sources.
Evaluate potential investment candidates and eliminate those equities that aren't up to snuff.
Learn more about the criteria and see how the company measures up in each category against its industry average.

Analyze Companies by Evaluating Various Company Fundamentals

Stock Evaluator

Assess the growth, financial health, management performance, market multiples and intrinsic value of a company.
Compare each fundamental against the industry average and learn more about what performance in each fundamental means.