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OSICX Oppenheimer Global Strategic Inc C

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Fund OSICX Oppenheimer Global Strategic Inc C CAMBX Cincinnati AMFs Broad Market Strat Inc RPSIX T. Rowe Price Spectrum Income  
Similarity
?
100% 85% 88%
Annual Fees
?
$179.88
(1.76% Exp. Ratio)
$66.43
(0.65% Exp. Ratio)
$70.52
(0.69% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.21% annual return
$11,293.14 $15,819.78 $15,629.81
Est. savings over 30 yrs +$4,526.63 +$4,336.67
Return
As of 10/31/16
1 YR RETURN 3.64%
3 YR 1.52%
5 YR 3.02%
10 YR 4.10%
1 YR RETURN 4.19%
3 YR 3.58%
5 YR --
10 YR --
1 YR RETURN 6.94%
3 YR 3.41%
5 YR 4.68%
10 YR 5.37%
Description
The investment seeks total return. The fund invests mainly in debt securities in three market sectors: Foreign governments and issuers, U.S. government securities, and lower-grade, high-yield securities of U.S. and foreign issuers (commonly referred to as "junk bonds"). It can invest up to 100% of its assets in any one sector at any time. Under normal market conditions, the fund will invest a substantial portion of its assets in a number of different countries, including the U.S. It has no limitations regarding the range of maturities of the debt securities it can buy or the market capitalization of the issuers of those securities.
The investment seeks to achieve a high level of income consistent with a secondary goal of preservation of capital. The fund seeks to achieve its investment objective by investing primarily in a broad market of securities that the Adviser believes are undervalued. The fund's investment adviser defines "broad market" as the span of credit qualities and market capitalizations of the overall market that it will consider for purchase for the fund. The average maturity of the fixed-income securities in the fund's portfolio will generally range from 6 to 8 years, and will not exceed a targeted maturity or average workout date of 10 years.
The investment seeks a high level of current income with moderate share price fluctuation. The fund broadly diversifies its assets among a set of T. Rowe Price mutual funds representing specific market segments. It normally invests in a variety of domestic and international bond funds, a money market fund, and an income-oriented stock fund. The fund can invest in funds holding high-quality domestic and foreign bonds, high-yield bonds, short- and long-term securities, and dividend-paying stocks. It may sell shares of the underlying funds for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.

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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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

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

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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