Given the changing market conditions, investors should consider alternative ways to get the most out of their equity exposures.
On the upcoming webcast, Finding Value in U.S. Large Cap Equities, Mo Haghbin, Head of Product, Beta Solutions at OppenheimerFunds, and Talley Leger, Equity Strategist at OppenheimerFunds, will delve into the equity market and look to value plays through a revenue-weighted indexing strategy as a way to help advisors enhance a portfolio and capture U.S. market opportunities.
Revenue offers a unique way to weight a portfolio as it is a metric that cannot be easily manipulated by accounting practices and it is not based on management discretion, as dividends are. OppenheimerFunds revenue weighted ETF options, including the Oppenheimer Large Cap Revenue ETF (NYSEArca: RWL), provides an indexing approach that may serve as a compelling alternative to market-cap weighting for core equity positions.
The ETF’s underlying index follows a rules-based methodology that re-weights the constituent securities of the S&P 500 Index according to the revenue earned, subject to a maximum 5% per company weighting.
Financial advisors who are interested in learning more about how to find value in U.S. large cap equities can register for the Tuesday, August 21st webcast here.
The alternate revenue weighting approach employed by the Funds, while designed to enhance potential returns, may not produce the desired results. Because the Fund is rebalanced quarterly, portfolio turnover may exceed 100%. The greater the portfolio turnover, the greater the transaction costs, which could have an adverse effect on Fund performance.
Carefully consider fund investment objectives, risks, charges and expenses. Visit Oppenheimerfunds.com or call your advisor for a prospectus with this and other fund information. Read it carefully before investing.
OppenheimerFunds is not affiliated with ETF Trends.