Quantitative Small Cap Core II

Strategy Fact Sheet with Performance | Team Biographies
Objective
OFI Institutional’s Quantitative Small Cap Core II strategy seeks to outperform the MSCI® US Small Cap 1750 Index over a full market cycle.
As of 9/30/08
 Strategy AUM*:
$267M
 Excess Return Target:
300–400 bps
 Tracking Error Target:
3.5–4.5%
 Benchmark:
MSCI® US Small Cap 1750
 Approximate Number of Holdings:
135–210
 Expected Turnover:
100–125%

*Additional $87 million managed vs. Russell 2000® Index.

The information presented on this page is complete when read in conjunction with the related disclosure information. Please view this important related disclosure information by clicking here.


Privacy Policy | Disclosures | Site Map

© 2008, OFI Institutional Asset Management. All rights reserved. OFI Institutional Asset Management refers to OFI Institutional Asset Management, Inc. and the other members of the OFI Institutional Asset Management organization. This site has been created for institutional investors in the United States. If you are not an institutional investor, please visit www.oppenheimerfunds.com for a wide range of information about personal investing.