Fund Research and Analysis

by Thomas Lancereau, CFA
Oppenheimer Global Allocation has produced a good record during Mark Hamilton’s tenure. But while the investment process and team structure he has put in place have merits, they are not yet totally proven. The fund receives 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

The four comanagers have run the fund together only since May 2015. Although results have been good so far, that is too short a period to be meaningful. The fund earns a Neutral Performance Pillar rating.  Read more 

People Pillar:Neutral

The four listed portfolio managers have effectively run the fund together for only 2 years, and it is still early to have conviction on the effectiveness of their tenure, supporting a People Pillar rating of Neutral.Oppenheimer’s CIO for asset allocation   Read more 

Price Pillar:Neutral

This fund's Price Pillar earns a Neutral rating. Although some of the fund’s share classes have an Above Average Morningstar Fee Level, the fund’s A class is by far the most used by investors, and is   Read more 

4 Funds for Building a Sustainable Portfolio 
Watch more 

Premium Membership

View all of our analyst reports with a free trial to Premium.