Oppenheimer Global BOGLBX

Morningstar Rating

Fund Research and Analysis

by Karin Anderson

Oppenheimer Global is one of our top choices in the eclectic world-stock category.

Things have been looking up for this fund. Its 54% gain since the most recent market bottom on March 9, 2009, outpaced the typical peer's return by 6 percentage points. Read more

Kudos

Willing to go its own way.

Manager compiled a stellar record on a previous offering.

Well diversified.

Low-turnover approach.

Can draw on the support of talented colleagues at Oppenheimer. Read more

Risks

Will hold high-P/E stocks at times.

Manager has short track record on a developed-markets portfolio.

Can look sluggish in certain markets.

Expanded girth makes it less nimble than it once was.

Should be cheaper considering its large asset base. Read more

Strategy

Like his predecessor, Bill Wilby, manager Rajeev Bhaman employs a theme-based strategy focusing on companies most likely to benefit from mass affluence, new technologies, restructuring, and aging. (The themes form the acronym MANTRA. Read more

Management

Rajeev Bhaman became this fund's sole portfolio manager in October 2005. Bhaman ran Oppenheimer Developing Markets from late 1996 to 2004 and compiled a stellar record. In August 2004, this fund's longtime manager, Bill Wilby, chose Bhaman as his successor, and the two comanaged this fund for more than a year. Read more

Inside Scoop

This fund has been a standout going back to its 1969 inception. Like his predecessors, manager Rajeev Bhaman uses a long-term growth approach. Bhaman has to cope with a dramatically expanded asset base. Read more

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