Oppenheimer International Growth Fund: Mutual Fund Ad

Find article about Oppenheimer International Growth Fund for investing. This post provides mutual fund ad by OppenheimerFunds.

Global Investment

If you read a recent financial newspaper or magazine, you might find the Oppenheimer ad about best international stock mutual fund, Oppenheimer International Growth Fund. This equity mutual fund is ranked with 5 stars rating by Morningstar.

Whether this top fund is suitable for your investment account or not, you should find out the details. Investing in your brokerage account, 401(k) account, and retirement account needs extensive research and study especially for long term investment. Find out the fund performance and details below.

The advertisement details are showed below:
Mutual Fund Ad: Oppenheimer FundIt’s 1950 – somewhere in the world.
An emerging consumer class. Exploding income. Expanding productivity. They sparked five decades of growth in the U.S. after World War II. And today, it’s happening again in the developing world. With 40 years of success in global investing, we’re ready for this moment. 
Overall rating of Class A shares for the 3-, 5- and 10-year periods ended 6/30/13, based on risk-adjusted performance. 
Oppenheimer International Growth Fund 
5 Stars
Morningstar Rating™ (Among 223 Foreign Large Growth Funds) 
Oppenheimer Funds™ – The Right Way To Invest 
Before investing in any of the Oppenheimer funds, investors should carefully consider a fund’s investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by asking your financial advisor, visiting oppenheimerfunds.com or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing.

Oppenheimer International Growth Fund Review

George R. Evans and Robert Dunphy are the current fund managers of this Oppenheimer funds. This Oppenheimer International Growth Fund (OIGAX) seeks long-term capital appreciation by investing in foreign equities. This equity mutual fund has total net assets of $12.6 billion. It also has an annual expense ratio of 1.28%. The average ratio in Foreign Large Growth is 1.40%. Investors receive a dividend yield of 0.96%.

Morningstar analysts rank this mutual fund with 5-stars and Silver rating. It employs the Large Growth investment style. It has YTD return of 19.49%. The fund is on the 8th rank among the peers in the category. Since the inception in 1996, the fund has returned in 11 years of positive return and 5 years of negative return. The best 1-year total return was achieved in 1999 with 60.42% and the worst in 2008 with -41.51%. The fund uses MSCI AC World ex-U.S. Index as its benchmark.

The other classes of the fund are Class B (IGRWX), Class C (OIGCX), Class I (OIGIX), Class N (OIGNX) and Class Y (OIGYX). As of the third quarter 2013, the top 5 stocks in its holdings are BT Group PLC (2.6%), SAP AG ADR (1.9%), United Internet AG (1.6%), Roche Holdings AG (1.6%) and Aalberts Industries NV (1.6%). The top equity sectors are Industrials (19.3%) and Consumer Discretionary (19.0%). Europe (79.4%) is the top geographic allocation.

Investing Opinions

  • Avoid the class A fund since it has a sales load of 5.75%. Choose Class I and Class Y if possible.
  • This international stock mutual fund has managed to achieve great returns for the past years.
  • George Evans, one of the fund managers, has been managed this fund since 1996.


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