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OPECX Oppenheimer Capital Income C

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Fund OPECX Oppenheimer Capital Income C
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Similarity
?
100%
Annual Fees
?
$183.56
(1.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$17,447.36
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 4.02%
3 YR 3.04%
5 YR 5.34%
10 YR 0.65%
Description
The investment seeks total return. The fund invests in equity, debt and other securities of domestic and foreign issuers in different capitalization ranges and in developed or developing countries. Under normal market conditions, the fund invests at least 65% of its total assets in equity and debt securities that are expected to generate income. There is no limit on the fund's investments in foreign securities. It can invest up to 40% of its total assets in below-investment-grade securities, also referred to as "junk bonds." The fund may invest up to 25% of its total assets in the Subsidiary.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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