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Ben Rockmuller, CFA

Portfolio Manager

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Tenure

  • 15 YRS

    Industry

  • 15 YRS

    Oppenheimer

  • B.B.A. from University of Massachusetts
  • M.B.A. from New York University

Benjamin (Ben) Rockmuller, CFA is a senior portfolio manager of Oppenheimer Global Allocation Fund, Oppenheimer Global Multi-Asset Growth Fund, Oppenheimer Global Multi-Alternatives Fund and Oppenheimer Global Multi-Asset Income Fund. Additionally, he is responsible for the primary and secondary trading of event-linked bonds and has been involved with the analysis and management of insurance related investments since 2005.

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  • B.B.A. from University of Massachusetts
  • M.B.A. from New York University
Global Multi-Asset Group
Jeffrey Bennett, CFA

Portfolio Manager

Alessio de Longis, CFA

Portfolio Manager

Dianne Ellis

Research Analyst

Jesse Hurwitz

Research Analyst

Han Liang

Intermediate Research Analyst

Chintan Patel

Multi-Asset Implementation Specialist

Sergei Polevikov, CFA

Senior Research Analyst

Eren Tufekci

Senior Research Analyst

Anna Zatulovskaya, CFA

Senior Research Analyst

Show Global Multi-Asset Group Hide Global Multi-Asset Group

Managed Funds

Average Annual Total Returns (%) as of 6/30/18
  • A
Fund Name Managed Since YTD as of
  • 9/21/18
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
Global Allocation Fund A - QVGIX (NAV) 2/28/2012 -0.61 3.30 4.34 5.91 5.26 7.84
11/1/91
1.34
 
Global Allocation Fund A - QVGIX (with Sales Charge) 2/28/2012 -0.61 -2.64 2.30 4.66 4.64 7.60
11/1/91
1.34
 
Global Multi-Alternatives Fund/VA (NAV)
4/30/2014 1.38 -0.35 0.18 1.22
11/14/13
1.38
 
Global Multi-Alternatives Fund/VA (with Sales Charge)
4/30/2014 1.38 -0.35 0.18 1.22
11/14/13
1.38
 
Global Multi-Asset Income Fund A - QMAAX (NAV)
12/1/2014 0.50 0.77 3.35 2.67
12/1/14
1.72
 
Global Multi-Asset Income Fund A - QMAAX (with Sales Charge)
12/1/2014 0.50 -4.02 1.68 1.28
12/1/14
1.72
 
Global Multi-Asset Growth Fund A - QMGAX (NAV)
8/27/2015 -1.81 3.73 7.22
8/27/15
1.82
 
Global Multi-Asset Growth Fund A - QMGAX (with Sales Charge)
8/27/2015 -1.81 -2.23 5.01
8/27/15
1.82

Insights

Multi-Asset

Increasing Exposure to MLPs

Portfolio Manager

Portfolio Manager

Research Analyst

Improved long-term fundamentals, and cyclical and near-term catalysts may boost MLPs.

Multi-Asset

The Multi-Asset Team's Views on Asset Allocation (Q3 2018)

Portfolio Manager

Portfolio Manager

We have become more defensive, with a modest underweight to global equities.

Multi-Asset

Focusing on EM Fundamentals and Staying Overweight

Portfolio Manager

Portfolio Manager

Emerging markets, oil, and catastrophe bonds: Our current global asset allocation framework.

Multi-Asset

Growth, but at a Decelerating Rate

Portfolio Manager

Portfolio Manager

Decelerating economic activity over the past month has confirmed our view.

Multi-Asset

The Multi-Asset Team's Views on Asset Allocation

Portfolio Manager

Portfolio Manager

Multi-asset managers offer their outlook on U.S. stock, international equity, and fixed-income markets.

Multi-Asset

Global Allocation Fund: A Dynamic Risk-Aware Portfolio

How our Fund seeks to deliver strong risk-adjusted returns across market cycles.

The performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. Current performance and expense ratios may be lower or higher than the data quoted. All fund returns include change in share price, reinvested distributions and the sales charges as listed below, unless "without sales charge" is indicated. Returns do not consider capital gains or income taxes on an individual's investment. Class A Share returns include a maximum sales charge of 5.75% (equity), 4.75% (most fixed income), 3.5% (Senior Floating Rate Fund, Senior Floating Rate Plus), 2.25% ("limited term" fixed income funds) and 0% (Money Market Funds). Class B Share returns include contingent deferred sales charge as follows:  For years 1 - 6 respectively, charges are 5%, 4%, 3%, 3%, 2%, 1% except for "limited term" fixed income funds (4%, 3%, 2%, 2%, 1%, 0%) and Senior Floating Rate (3%, 2% 1.5%, 1.5%, 1%, 0%). Class C Share returns include a 1% contingent deferred sales charge and are subject to an annual asset-based sales charge of 0.75%. Class R are subject to an annual asset-based sales charge of 0.25%. Annual asset-based sales charges are applied as follows: 0.75% on Class B/C; and 0.25% for Class R shares.  Prior to 7/1/14, Class R shares were named Class N shares and were subject to a 1% CDSC (18 months).  Class Y shares are not subject to a sales charge.

On 2/22/2008 and 3/31/2008 for RWL, the last trade price was used to calculate market return because 4:00pm EST midpoint bid/ask prices are not available on those dates. On 9/30/2008, the last trade price for RWL was used to calculate market return because an uncorrected, failed trade resulted in an incorrect 4:00pm EST midpoint bid/ask price on that date. On 2/22/2008 and 3/31/2008 for RWJ, the last trade price was used to calculate market return because 4:00pm EST midpoint bid/ask prices are not available on those dates.

The NAV return is based on the net asset value of the Fund and the market return (MKT) is based on the market price per share of the Fund. The price used to calculate MKT is determined by using the midpoint between the highest bid and the lowest offer on the primary stock exchange on which the shares of the Fund are listed for trading when the Fund's NAV is calculated at market close. MKT and NAV assume dividends and capital gain distributions have been reinvested in the Fund at market price and NAV, respectively. Returns less than one year are cumulative.

  1. 1. Because of changes to certain non-fundamental investment policies in connection with a change from a balanced strategy to a global allocation strategy, performance prior to 8/16/10 is not indicative of performance for any subsequent periods.
  2. A. Returns are preliminary and subject to change until the first business day of the month.
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