Fund Research and Analysis

by Thomas Lancereau, CFA
The abrupt departure of two comanagers at Oppenheimer Global Allocation ends a period of relative stability. The two remaining comanagers will take the lead and do not plan to alter the investment process. The fund retains a Morningstar Analyst Rating   Read more 

Process Pillar:Neutral

The team seeks to add value through its allocation between stocks, bonds, and alternatives over time, but also through shorter-term tactical positioning across asset classes, geographies, currencies,  Read more 

Performance Pillar:Neutral

This fund's growing performance record has been commendable under previous leadership, but recent manager changes render it somewhat moot. The fund earns a Neutral Performance Pillar rating.Under the   Read more 

People Pillar:Neutral

The considerable turnover in comanagers and analysts within the team keep the fund’s People Pillar rating at Neutral. In early March 2018, Oppenheimer’s CIO for asset allocation and alternatives, Mark Hamilton, who had been listed as a portfolio manager   Read more 

Price Pillar:Negative

The fund’s asset-weighted fees rank in the fourth quintile, which supports a Price Pillar rating of Negative. The majority of the fund’s share classes have an Above Average Morningstar Fee Level, including   Read more 

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