Past performance for the 5-year return gives Wong’s management a high rank, besting 92% of all other World Allocation funds. The equity style is predominantly large-cap, with lesser exposure to mid-cap and small-cap stocks. The portfolio’s recent allocation was approximately 75% stocks, 30% of which was foreign stocks, and the remainder in bonds and cash. Managing the fund since 2009, Caleb Wong demonstrates superior asset allocation skills compared to World Allocation category peers.
Therefore the well-managed, go-anywhere-in-the-world Oppenheimer Active Allocation ( OAAAX) may be one of the best funds to hold in 2015. The recent outperformance of passively-managed index funds and ETFs over actively-managed portfolios may end in 2015, which is shaping up to be a transitional, stock- and bond-picker’s year. I also wanted to highlight the strength of active management from Oppenheimer funds, which may prove to be a great asset in 2015.Īnd with that I give you the best Oppenheimer funds for 2015.īest Oppenheimer Funds for 2015 - Oppenheimer Active Allocation (OAAAX) These areas are susceptible to steep declines in price in the late stage of a bull market, when investors grow increasingly cautious, and therefore rotate out of these securities. In finding the best Oppenheimer funds for 2015, I began by eliminating fund types and categories that have high relative market risk, such as foreign stock, small-cap stock, and high-yield bonds. Their most notable product offerings are their mutual funds, which are diversified across asset classes for Equities (Global, Growth, Core and Value), Fixed Income (Global Debt, High Yield Corporate Debt, Investment Grade Debt, and Municipal Bonds) and Alternatives (Commodities and MLPs). Oppenheimer has been around for more than half a century.
The best mutual funds for 2015 are likely to come from one of the largest and most reputable investment management firms in the country.
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