Oppenheimer Global Allocation CQGRCX

Fund Research and Analysis

by Karin Anderson

Oppenheimer Global Allocation will have its three-year anniversary this summer, but it's not necessarily time to jump onboard. Since August 2010, Art Steinmetz, a veteran fixed-income manager at the firm, has been at the helm. He was joined by George 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

This fund's 8.4% gain for the trailing year through March 24 was on par with its custom benchmark (30% Russell 1000/30% MSCI AC World ex US/20% BarCap US Agg/20% Barclays Multiverse Index) but just a Read more

People Pillar:Positive

This fund is run by a team of four managers. Art Steinmetz has been on board since it got its current name and strategy in August 2010. He is Oppenheimer's chief investment officer and has managed various fixed-income strategies for the firm over the Read more

Price Pillar:Neutral

This fund's A share class houses roughly three fourths 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