Oppenheimer Discovery I

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.

Key stats

Management firm  OppenheimerFunds
Domicile  United States
Global Branding Name  Oppenheimer
Fund currency  USD
Launch Date  2012-01-27
ISIN  US6839216057
SEDOL  B79MC54
Manager 1 Name  Ronald Zibelli, Jr
Manager 2 Name  Ash Shah
Fund Strategy  Small Growth
Benchmark  Russell 2000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-09-30
Return - 1 Month  -3.15%
Return - 2 Months  1.47 %
Return - 3 Months  -4.75%
Return - 6 Months  -6.85 %
Return - 9 months  -8.98 %
Return - 12 Months  -1.75%
Annualized return 24 months  13.56 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  15.63%
Return YTD  -8.98%

Ratings

Morning Star Rating Date   2014-09-30
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $5,000,000
Maximum Managment Charge  0.75 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  OppenheimerFunds
Contact Address 2  12100 East Iliff Avenue, Suite 300, Aurora, Colorado
Contact Address 3  US 80014
Contact city  Aurora
Contact country  United States
Fund Admin Group  OppenheimerFunds
Web Address  www.oppenheimerfunds.com
Custodian  Brown Brothers Harriman & Co.
Phone  1-800-225-5677

Price

Last Price Date  2014-10-29
Pre-tax nav  80.81
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.36
Price change (percentage)  -0.44 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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