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David Lukkes, CFA

Portfolio Manager

david-lukkes_469x264.jpg

Tenure

  • 21 YRS

    Industry

  • 23 YRS

    Oppenheimer

  • B.S. from Colorado State University
  • M.B.A. from University of Arizona

David Lukkes, CFA is a portfolio manager of Oppenheimer Senior Floating Rate Fund and Oppenheimer Senior Floating Rate Plus Fund. Additionally, he co-manages several institutional portfolios that invest in senior loans. Previously, Mr. Lukkes served as a senior research analyst for the Senior Corporate Loan Team.

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  • B.S. from Colorado State University
  • M.B.A. from University of Arizona
Senior Corporate Loan Team
Joseph Welsh, CFA

Head of Senior Corporate Loan Team

Anthony Arnese, CFA

Senior Analyst

Anthony Barbato, CFA

Director of Fixed Income Research

Jared Bunyak, CFA

Senior Analyst

Rob Chavez

Analyst

Jordan Darrington

Analyst

Brian Hickey, CFA

Senior Analyst

Myk Pleet

Senior Analyst

Luke Obermeyer

Analyst

Show Senior Corporate Loan Team Hide Senior Corporate Loan Team

Managed Funds

Average Annual Total Returns (%) as of 6/30/17
  • A
Fund Name Managed Since YTD as of
  • 8/16/17
  • B,C
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Senior Floating Rate Fund A - OOSAX (NAV)
10/28/2015 2.08 8.98 3.34 4.58 4.09 4.90
9/8/99
1.11
 
Senior Floating Rate Fund A - OOSAX (with Sales Charge)
10/28/2015 2.08 5.16 2.12 3.84 3.72 4.69
9/8/99
1.11
 
Senior Floating Rate Plus Fund A - OSFAX (NAV)
10/28/2015 2.21 9.34 2.85 3.59
8/23/13
2.06
 
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
10/28/2015 2.21 5.51 1.63 2.64
8/23/13
2.06

Insights

Domestic Debt

The Latest on Oppenheimer Senior Floating Rate Fund

Head of Senior Corporate Loan Team

Portfolio Manager

Quarterly performance and portfolio positioning for Oppenheimer Senior Floating Rate Fund.

Markets & Economy

Which Global Markets Are Expected to Rise or Fall?

Explore the big macro stories and key economic data that will impact asset classes and investment plans this year.

Domestic Debt

Senior Loans: An Investment for Today and the Future

Head of Senior Corporate Loan Team

Portfolio Manager

Senior Client Portfolio Manager

Senior loans are currently generating the type of yield investors expect from fixed income.

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