Oppenheimer Global Fund Class Fund Class Y (OGLYX)

$99.70
A Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Large Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Oppenheimer Global Fund Class Fund Class Y 33 0.94 9.33% 6.83% 0.92%
U.S. Large Cap 34 0.98 6.96% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 4.44% 3.69% 0.75%
Year-to-Date 9.33% 6.96% 2.37%
1 Year 14.81% 0.00% 14.81%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

33%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 33% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.92%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,162

Real cost (fees + lost compounding)

$1,438

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
97%

Return in excess of styles
(over past year)
2.00%