Onai Best Mutual Funds kubva kuna Oppenheimer
Kunyange zvazvo vakawanda vachipa vatengesi vanotengesa mberi-vakatakurwa A-share mutual funds , mari yeV Oppenheimer inowana zvizhinji zvekuzivikanwa kwavo mupfungwa dzevatengesi kuburikidza ne401 (k) zvirongwa, pavanopa mamwe makirasi ekugovera anopa zvikwereti ne load-waived fund zveimwe yemari yavo yakanakisisa.
Zvitatu zveMari Yakanakisisa kubva kuna Oppenheimer
Kuti ndikupe chikamu chemuchinjikwa wekutengeserana mari iyo iri pakati peAptenheimer yakanakisisa inofanira kugovera, heino zvinhu zvitatu zvinowirirana mumapoka akasiyana:
- Oppenheimer International Small Company A (OSMAX): Sezvo zita rekufambisa rinoratidza, OSMAX inotengesa zvikuru mumakambani maduku kunze kweAmerica OppenheimerFunds ave kwenguva refu ari mutungamiri mukutsvaga kwepasi rose uye ruzivo rwavo rwakabatsira kune vatengesi munguva yakapfuura. Kuitwa kweikutsva mari yemari yakave yakarohwa zvinopfuura 90% zvediki shoma rekunze mari yeko. Zvisinei zvakakosha kuziva kuti izvi zvinopfuura-kuwanda kwebasa zvinouya nepamusoro-yepamusoro yemari yemisika. Nhamba yebhadharo ye1,42% inowanikwa yechikwata uye huwandu hwekutsvaga kwekutanga huri shoma kudarika vazhinji pa $ 1 000.
- Oppenheimer Real Estate A (OREAX): Kana iwe uri kutsvaga imba yehupfumi yemari yakagara yakaburitsa kunze kwemaimba emagariro ehurumende, OREAX inofanirwa kutarisa. Nhamba yebhadharo ye1.33% inodhura kudarika yevhareji yeiyo imari yemari uye kushandiswa kwepakutanga kushandiswa kwe $ 1,000. Vashandi vanofanira kuchengeta mupfungwa kuti mari yezvikamu inowedzera kubata mune imwe yemabhizimisi, izvo zvinoita kuti pave nematengesi akawanda. Mari yemakemikari inogona kushandiswa semitambo yekusiyana-siyana, asi inogona kuwedzera kushanda kwenguva refu. Kazhinji kuchenjera kupa zvishoma kudarika 10% zveporofisiti kune imwe chete.
- Oppenheimer Limited-Bond Bond A (OUSGX): Mari yeBond haisi simba reApenheimer asi OUSGX inomira muhupfumi kwenguva yakareba mari yeboka. Mari shoma yenguva shoma inogona kunge iri pfungwa yakanaka apo inharaunda inowedzera uye OUSGX yakanganisa zvakanyanya chikamu chezera ravo. Nhamba yebhadharo inokwana 0.82%, iyo inenge iri pachikamu chepamusoro chemari yezvisungo asi boka revatungamiri raita kuti mari yebhadharo inokosha, kunyanya kwenguva refu.
OSMAX naOREAX vose vanobhadhara 5.75% mitoro yepamberi uye OUSGX mhosva inokwana 2.25% pamberi mutoro. Vashandi vanofanira kutarisa kune dzimwe nzira dzekugovera zvidzidzo , kunyanya zvikamu zve-load-waived, kana zviripo. Kuchengeta mari shoma ndeimwe yemhando dzakasiyana-siyana dzekugadza mari. Kana mari ye Oppenheimer iri mune yako 401 (k) hurongwa, uye iwe hauna dzimwe sarudzo, iva nechokwadi chekuti iwe tsvakurudzo yako uye uone kushanda kwezvakaitika mune zvekuwedzera kune mari.
Zvinonzwisisika: Mashoko ari pawebsite ino anopa mazano ekukurukurirana chete, uye haafaniri kushandiswa zvisina kunaka sekutsvaga mazano. Pasinei nemamiriro ezvinhu iyo ruzivo runomiririra hutungamiri kutenga kana kutengesa zvigumisiro.