Oppenheimer Equity B
6803 South Tucson Way Centennial CO 80112-3924
Map
Phone: 800-225-5677
| Category: | Large Growth | | Fund Family: | OppenheimerFunds | | Net Assets: | 102.27M | | Year-to-Date Return: | -12.49% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-May-93 |
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Christopher Leavy
Lead Manager since
16-Oct-00 | | | Leavy is senior vice president at OppenheimerFunds Inc. since September 2000 and director of Equities at the company since January 2007. Before joining Oppenheimer in 2000, he was a vice president and portfolio manager at Morgan Stanley Dean Witter Investment Management (from 1997). Leavy holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks high total return. The fund primarily invests (as a non-fundamental policy), under normal market conditions, at least 80% of net assets plus borrowings used for investment purposes in equity securities. It also invests in debt securities when the portfolio managers believe that doing so will be beneficial in obtaining high total return. Under normal market conditions the fund's equity investments primarily are in medium- and large-capitalization companies. It may also invest in companies located outside of the United States. |
| Last Dividend
(14-Dec-01):
| 0.01 | | Last Cap Gain
(13-Dec-07):
| 1.61 | | Annual Holdings Turnover
| 132.00% | | Average for Category:
| 98.32% |
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| Expense | OEQBX | Category
Avg | | Total Expense Ratio: | 1.73%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 5.00%
| 2.68% | | 3 Yr Expense Projection*: |
$850 | $622 | | 5 Yr Expense Projection*: |
$1,147 | $957 | | 10 Yr Expense Projection*: |
$1,610 | $1,889 |
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1.49% Nasdaq 
0.27%
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