Oppenheimer Discovery A
(OPOCX)
-1.38
-2.00%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 68.83 |
| Category | Small Growth |
| Net Assets | 1.24 Bil |
| Yield | 0.00% |
| Morningstar Risk | Below Average |
| Morningstar Return | Average |
- Last NAV update 5/22/2013 4:00 PM ET
| NA |
|---|
| The investment seeks capital appreciation. The fund invests primarily in common stocks of U.S. companies that the portfolio manager believes have favorable growth prospects. It emphasizes stocks of small-capitalization (or "small-cap") companies, which are defined as companies with a market capitalization of less than $3 billion when the fund buys them. The portfolio manager looks for companies with high growth potential. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 27.31% | 27.75% | 1.47% | 16.99% | 14.56% |
| Value ($) | 12,731.00 | 16,263.85 | 16,502.93 | 19,306.78 | 22,117.85 |
- Year to date performance as of 5/21/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | OppenheimerFunds |
| Fund Manager | Ronald Zibelli, Jr. |
| Tenure (Years) | 7 |
| Fund Status | Open |
| Minimum Initial Purchase | 1,000.00 |
| Minimum IRA Investment | 500.00 |
| Front Load | 5.75 |
| Expense Ratio | 1.24% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 7.76% |
| 3 Months | 8.06% |
| 1 Year | 21.91% |
| 3 Years* | 20.07% |
| 5 Years* | 7.76% |
- * Annualized returns
- Performance as of 5/21/2013 8:00 PM ET
| OPOCX | Small Growth | |
|---|---|---|
| 5-Yr Return | 7.76% | 6.80% |
| Sharpe Ratio | 0.86 | 0.65 |
| Net Assets | 1.24 Bil | 218.15 Mil |
| Avg Market Cap | 2.15 Bil | 1.73 Bil |
| Avg P/E | 26.72 | 19.73 |
| Portfolio Turnover | 100 | 69 |
| Symbol | Value ($) |
|---|---|
| Stocks | 97.69% |
| Cash | 2.31% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| CommVault Systems, Inc. | 2.10% |
| Cooper Companies | 1.99% |
| Cornerstone OnDemand, Inc. | 1.92% |
| Sirona Dental Systems, Inc. | 1.91% |
| Aspen Technology, Inc. | 1.89% |
| Eagle Materials, Inc. | 1.87% |
| Ultimate Software Group, Inc. | 1.76% |
| NetSuite, Inc. | 1.68% |
| Team Health Holdings Inc | 1.61% |
| MWI Veterinary Supply, Inc. | 1.57% |
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