OppenheimerFunds, Inc. introduced its first Class I mutual fund shares in December 2011, and now reports that its I Shares product lineup has expanded to 20 funds.
In addition to expanding its lineup of funds offering I Shares, OppenheimerFunds has introduced a number of services to help financial advisors benchmark and optimize their plans. "We expect the implementation of fee disclosures to cause some disruption in the market as plans review their recordkeeping, investment and advisory relationships," said Kathleen Beichert, senior vice president, Retirement Marketing.
Class I shares are only offered to eligible institutional investors that make a minimum initial investment of $5 million or more (waived for retirement plan service provider platforms). Class I shares are sold at net asset value without a sales charge.
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The Oppenheimer funds for which I Shares are available:
| Fund Name | Ticker | Category |
| Oppenheimer Developing Markets | ODVIX | Diversified Emerging Markets |
| Oppenheimer Main Street Fund | OMSIX | Large Blend |
| Oppenheimer International Small Company Fund | OSCIX | Foreign Small/Mid Growth |
| Oppenheimer Capital Appreciation Fund | OPTIX | Large Growth |
| Oppenheimer Global Fund | OGLIX | World Stock |
| Oppenheimer International Bond | OIBIX | World Bond |
| Oppenheimer Global Opportunities | OGIIX | World Stock |
| Oppenheimer Discovery | ODIIX | Small Growth |
| Oppenheimer Global Strategic Income | OSIIX | Multisector Bond |
| Oppenheimer Equity Income | OEIIX | Large Value |
| Oppenheimer Value | OGRIX | Large Value |
| Oppenheimer Small- & Mid-Cap Value | QSCIX | Mid-Cap Blend |
| Oppenheimer Global Allocation | QGRIX | World Allocation |
| Oppenheimer Rising Dividends | OIRDX | Large Blend |
| Oppenheimer International Growth | OIGIX | Foreign Large Growth |
| Oppenheimer Core Bond | OPBIX | Intermediate-Term Bond |
| Oppenheimer Commodity Strategy Total Return | QRAIX | Commodities Broad Basket |
| Oppenheimer Global Value | GLVIX | World Stock |
| Oppenheimer International Diversified | OIDIX | Foreign Large Blend |
| Oppenheimer Real Estate | OREIX | Real Estate |
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