Fund Research and Analysis

by Karin Anderson
Oppenheimer Global Allocation has a new manager but he's going to stick to the same playbook. Oppenheimer hired Mark Hamilton in April 2013 to take the lead on this fund. Hamilton spent the past 18 years at AllianceBernstein. He was most recently a   Read more 

Process Pillar:Neutral

Prior to August 2010, this was a fairly standard, somewhat aggressive moderation-allocation fund with a concentrated stock portfolio. But since that time, its mandate widened and it has since been in   Read more 

Performance Pillar:Neutral

The new lead manager as of April 2013 is inheriting a fund with a middling record. It changed mandates and moved from the moderate-allocation to the world-allocation category in August 2010. From that   Read more 

People Pillar:Neutral

Oppenheimer hired Mark Hamilton in April 2013 to take the lead on this fund. Hamilton spent the past 18 years at AllianceBernstein. For 12 years he worked with the firm's fixed-income and equity research teams before moving on to their asset-allocation   Read more 

Price Pillar:Neutral

This fund's A share class houses roughly three quarters of assets. Investors going this route have a 1.37% annual expense ratio, which lands right at the median for broker-sold world-allocation funds.  Read more 

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