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 

First Half Winners and Losers for Funds 
Watch more 

Premium Membership

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