Oppenheimer Dividend Growth B
6803 South Tucson Way
Map
Phone: 800-225-5677
| Category: | Large Blend | | Fund Family: | OppenheimerFunds | | Net Assets: | 12.48M | | Year-to-Date Return: | -13.46% | | Yield: | 0.87% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-05 |
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Neil M. McCarthy
Lead Manager since
12-Aug-05 | | | McCarthy is a vice president and a portfolio manager of the Oppenheimer Funds complex. Prior to joining the OppenheimerFunds, Inc. in 2003, he was the chief executive officer and chief investment officer of Windham Capital Management, a firm he co-founded in 1988. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to maximize total return through both capital appreciation and income. The fund invests mainly in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the future. It invests with an emphasis on companies that are expected to grow their dividends over time. The fund will invest at least 80% of assets in securities of companies that the portfolio managers expect to experience dividend growth, including companies that currently pay dividends and are expected to increase them, and companies that do not currently pay dividends but are expected to begin paying them in the near future. |
| Last Dividend
(26-Sep-08):
| 0.03 | | Last Cap Gain
(18-Dec-07):
| 0.21 | | Annual Holdings Turnover
| 47.00% | | Average for Category:
| 71.67% |
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| Expense | OBDGX | Category
Avg | | Total Expense Ratio: | 1.85%
| 1.11% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 5.00%
| 2.63% | | 3 Yr Expense Projection*: |
$921 | $572 | | 5 Yr Expense Projection*: |
$1,267 | $873 | | 10 Yr Expense Projection*: |
$1,873 | $1,733 |
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11.08% Nasdaq 0.00%
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