Oppenheimer International Small-Mid Company Y Fund (OSMYX) a Zacks Rank #2 (Buy) was incepted in November 1997 and is managed by Oppenheimer Funds Group. OSMYX seeks long-term capital appreciation. OSMYX invests mainly in common stock of companies that are domiciled outside the United States or have their primary operations outside the U.S. and have market capitalizations of $2.5 billion or less. OSMYX invests at least 80% of its net assets in equity securities of small-cap issuers. OSMYX invests at least 65% of its total assets in foreign securities. OSMYX is not required to invest a set portion of its assets in a particular geographic region or regions or a particular industry or sector.
This Non US - Equity product, as of the last filing, allocates their fund in two major groups; Foreign Stock and Large Growth. Further, as of the last filing, Lonza Group Ltd, Ocado (LON:OCDO) Group plc and H. Lundbeck A/S were the top holdings for OSMYX.
The Oppenheimer International Small-Mid Company Y fund, managed by Oppenheimer, carries an expense ratio of 0.91%. Moreover, OSMYX requires a minimal initial investment of $0.
OSMYX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 12.60% and 5 year 12.61%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
OSMYX’s performance, as of the last filing, when compared to funds in its category was in the top 9% in 1 year, top 1% over the past 3 years, and in the 1% over the past 5 years.
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Zacks Investment Research