Mutual Funds - Profile

Oppenheimer Discovery Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process starts with companies in the benchmark index. The process employs a bottom-up stock selection using fundamental research approach to look for companies with high earnings growth potential.

Next, the research team analyzes a company’s financial statements and management structure, and its industry position. The team also looks for newer or established companies that are in the early growth phase of their business cycle.

The fund has the flexibility to invest in companies in other market capitalization More

Price

  • Last Close
  • $27.37
    -0.4
  • 52 Week HL
  • $38.01 - $26.72
  • Net Assets
  • $7620 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jan 31, 2021

Top 10 Holdings
Mar 04, 2021

Company Holding
Synopsys Inc 2.33
Monolithic Power 2.22
Ring Central 2.17
Twilio Inc. 2.15
IDEXX Laboratories 2.14
Company Holding
Align Technology 1.84
Coupa Software 1.82
West Pharmaceutical 1.79
MSCI Inc 1.78
Chipotle Mexican 1.77
Total 20.01%

Manager

  • Name
  • Ronald Zibelli
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-11.4 % YTD

  • 3 Year
  • 19.22%
  • 5 Year
  • 83.13%
  • Best
  • 35.11%
    2020
  • Worst
  • -38.88%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
OEGAX -8%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -1%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -3.6% 1.3% -16.7% 19.2% 2.3% 8.4% -3.4% 8% 0.5% 8.8% -
Q2 - 7.9% 31.1% 8.1% 6.1% 5.3% 5.1% 1.4% 0.1% 2.8% -
Q3 - 9.3% 7.6% -1.8% 8.2% 5.1% 3.4% -6.8% -0.3% 12.1% -
Q4 - -9.8% 14.9% 3.2% -18.6% 6.1% -2.9% 3.9% 4.9% 7.2% -

Returns +
M

J F M A M J J A S O N D
2022 -11.4% - - - - - - - - - - -
2021 -0.7% 5.9% -3.7% 6.3% -2.8% 4.4% 4.2% 4.2% 0.7% -0.1% -1.6% -15.2%

Annual
Return

Index Comparison

Alpha

NAV