Mutual Funds - Profile

Oppenheimer Main Street Mid Cap Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

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

The investment process using fundamental analysis evaluates a company’s financial performance, competitive strength and prospects, industry position, and business model and management strength. The process also considers industry outlook, market trends and general economic conditions.

Next, the team with the help of quantitative models ranks securities within each sector to identify potential investment opportunities based on relative outperformance expectations.

The portfolio managers consider stock rankings, benchmark index weights and capitalization outlooks in determining security weights for individual companies.

The fund has More

Price

  • Last Close
  • $26.7
    +0.34
  • 52 Week HL
  • $28.38 - $22.98
  • Net Assets
  • $2930 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Manager

  • Name
  • Raymond Anello
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-8.4 % YTD

  • 3 Year
  • -0.65%
  • 5 Year
  • 9.35%
  • Best
  • 46.49%
    2003
  • Worst
  • -38.29%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
OPMSX -11%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -8.4% 9.4% -27.8% 16.3% -0.6% 5.8% 2.7% 3.4% 3.7% 11.4% -
Q2 - 5.8% 18.4% 2.9% 6.7% 1.7% 3.2% -1.2% 4.8% 3.2% -
Q3 - 4.2% 5.8% 0.6% 3.2% 2.2% 4.5% -9.9% -2% 7.6% -
Q4 - -9.9% 16.3% 2.6% -18.4% 4.1% 2.4% 0.7% 5% 7.6% -

Returns +
M

J F M A M J J A S O N D
2022 -8.4% - - - - - - - - - - -
2021 -0.3% 5.1% 4.4% 4.8% 0.3% 0.7% 1.6% 2% 0.7% -2.4% -1.7% -11%

Annual
Return

Index Comparison

Alpha

NAV