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Joshua Peters, CFA

Portfolio Manager



  • 17 YRS


  • 1 YR


  • B.A. from University of Minnesota-Duluth

Joshua Peters is a portfolio manager of Oppenheimer Rising Dividends Fund. Prior to joining the Firm, he managed dividend-focused portfolios at Morningstar Investment Management. He was also founding editor of Morningstar DividendInvestor, a monthly newsletter focused on income and growth from stocks and was sole portfolio manager of its real-money model portfolio. He was previously an analyst at UBS Investment Bank and Morningstar.

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  • B.A. from University of Minnesota-Duluth
Main Street Equity Team
Raymond Anello, CFA

Portfolio Manager

Joy Budzinski

Portfolio Manager

Manind Govil, CFA

Main Street Team Leader, Portfolio Manager

Kristin Ketner

Portfolio Manager

Magnus Krantz

Portfolio Manager

Paul Larson

Portfolio Manager

Benjamin Ram

Portfolio Manager

Raman Vardharaj, CFA

Portfolio Manager

Adam Weiner

Portfolio Manager

Matthew Ziehl, CFA

Portfolio Manager

Sudip Lahiri, CFA

Media & Telecomm Sector Manager

Mathias D. Strohfeldt, CFA

Sector Manager, Utilities and Generalist

Anna Toshach, CFA

Research Analyst

Trish Grady

Research Analyst

Christopher Mashia, CFA

Research Analyst

Emanuele S. Bergagnini, CFA

Senior Client Portfolio Manager

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Managed Funds

Average Annual Total Returns (%) as of 3/31/18
  • A
Fund Name Managed Since YTD as of
  • 5/25/18
  • B,C
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
Rising Dividends Fund A - OARDX (NAV) 12/1/2016 2.38 9.59 6.11 8.91 6.82 12.12
Rising Dividends Fund A - OARDX (with Sales Charge) 12/1/2016 2.38 3.29 4.03 7.63 6.19 11.94

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. The Fund's investment objective changed from "seeks capital appreciation" to "seeks total return" on 8/1/07. Performance prior to 8/1/07 is not indicative of performance for any subsequent periods.
  2. 2. Mani Govil was added as portfolio manager of the Fund as of October 5, 2016. Neil M. McCarthy and Joseph Higgins will no longer be portfolio managers of the Fund as of October 5, 2016.
  3. A. Returns are preliminary and subject to change until the first business day of the month.
  4. B. Daily net asset value and dollar change of the fund is as of the previous business day's closing. Fund net asset values are updated at approximately 7 p.m. ET daily.
  5. C. "Year to Date" returns are cumulative, not annualized, and do not reflect sales charges.  These returns would be lower if sales charges were taken into consideration.  Short-term returns may not be indicative of longer-term performance, which should also be considered when making investment decisions.
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