Oppenheimer Capital Appreciation N
6803 South Tucson Way N/a Centennial CO 80112-3924
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Phone: 800-225-5677
| Category: | Large Growth | | Fund Family: | OppenheimerFunds | | Net Assets: | 167.51M | | Year-to-Date Return: | -39.68% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-01 |
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Marc L. Baylin
Lead Manager since
01-Oct-05 | | | Baylin has been a vice president of the OppenheimerFunds and a member of the Managers Growth Equity Investment Team since September 2005. He was managing director and lead portfolio manager at JP Morgan Fleming Investment Management from June 2002 to August 2005 and was a vice president of T. Rowe Price, where he was an investment analyst from June 1993 and a portfolio manager from March 1999 to June 2002. Baylin holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund primarily invests in common stocks of "growth companies." These may be newer companies or established companies of any capitalization range that may appreciate in value over the long term. Currently, the manager looks for growth companies with stock prices that are reasonable in relation to overall stock market valuations. |
| Last Dividend
(5-Dec-05):
| 0.13 | | Last Cap Gain
(5-Dec-07):
| 1.09 | | Annual Holdings Turnover
| 51.00% | | Average for Category:
| 97.51% |
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| Expense | OTCNX | Category
Avg | | Total Expense Ratio: | 1.39%
| 1.35% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$443 | $615 | | 5 Yr Expense Projection*: |
$766 | $944 | | 10 Yr Expense Projection*: |
$1,680 | $1,866 |
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3.31% Nasdaq 
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