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Krishna Memani

Chief Investment Officer, Portfolio Manager

Tenure

  • 32 YRS

    Industry

  • 10 YRS

    Oppenheimer

  • B.S. from Birla Institute Of Technology
  • M.A. and M.B.A. from University of Florida

Krishna Memani serves as Chief Investment Officer, overseeing all investment teams at the Firm. He is also currently the Head of Fixed Income. In addition to his investment leadership roles, Mr. Memani is a portfolio manager for Oppenheimer Total Return Bond Fund, Oppenheimer Global Strategic Income Fund, and Oppenheimer Capital Income Fund. Mr. Memani has been with the Firm since 2009.

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  • B.S. from Birla Institute Of Technology
  • M.A. and M.B.A. from University of Florida
Investment Grade Debt Team
Peter Strzalkowski, CFA

Investment Grade Debt Team Co-Lead, Portfolio Manager

Helena Lee, CFA

Portfolio Manager, Senior Research Analyst

Megan Johnston Rand, CFA

Senior Research Analyst

Vivek Sridhar, CFA

Senior Research Analyst

Young-Sup Lee

Investment Grade Debt Team Co-Lead, Director of Fixed Income Research

Darrin Clough, CFA

Portfolio Manager, Senior Research Analyst

Avinand Jutagir, CFA

Senior Research Analyst

Jill Reiter, CFA

Portfolio Manager, Senior Research Analyst

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Managed Funds

Average Annual Total Returns (%) as of 12/31/18
  • A
Fund Name Managed Since YTD as of
  • 3/22/19
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
Total Return Bond Fund A - OPIGX (NAV) 4/1/2009 3.53 -1.12 1.95 2.60 4.75 4.28
4/15/88
0.81
 
Total Return Bond Fund A - OPIGX (with Sales Charge) 4/1/2009 3.53 -5.81 0.31 1.61 4.24 4.12
4/15/88
0.81
 
Total Return Bond Fund/VA (NAV) 4/1/2009 3.47 -1.02 2.25 2.97 5.37 5.29
4/3/85
0.87
 
Total Return Bond Fund/VA (with Sales Charge) 4/1/2009 3.47 -1.02 2.25 2.97 5.37 5.29
4/3/85
0.87
 
Global Strategic Income Fund A - OPSIX (NAV)
  • 4
  • B
4/1/2009 5.26 -4.69 2.50 1.54 5.71 6.61
10/16/89
1.08
 
Global Strategic Income Fund A - OPSIX (with Sales Charge)
  • 4
  • B
4/1/2009 5.26 -9.22 0.85 0.55 5.20 6.43
10/16/89
1.08
 
Global Strategic Income Fund/VA (NAV)
4/1/2009 5.15 -4.40 2.67 1.70 5.45 5.45
5/3/93
0.85
 
Global Strategic Income Fund/VA (with Sales Charge)
4/1/2009 5.15 -4.40 2.67 1.70 5.45 5.45
5/3/93
0.85
 
Conservative Balanced Fund/VA (NAV) 4/1/2009 7.14 -5.32 2.88 3.50 7.67 6.66
2/9/87
0.96
 
Conservative Balanced Fund/VA (with Sales Charge) 4/1/2009 7.14 -5.32 2.88 3.50 7.67 6.66
2/9/87
0.96
 
Capital Income Fund A - OPPEX (NAV) 5/31/2009 5.55 -4.15 3.22 2.71 6.66 10.14
12/1/70
1.08
 
Capital Income Fund A - OPPEX (with Sales Charge) 5/31/2009 5.55 -9.66 1.20 1.50 6.03 10.00
12/1/70
1.08
Insights
CIO Insights
Fed Is Beyond Patient. It Is Uber-Dovish.

The U.S. Federal Reserve capitulates on raising interest rates.

March 20, 2019
Markets & Economy
Emerging Markets Are Poised for Transformational Growth

Our new EM Report offers insights on how developing markets could drive global growth.

March 13, 2019
Bw emerging markets are poised for transformational growth 620x349
Markets & Economy
We Expect Better Performance from Emerging Markets in 2019

As U.S. growth likely slows, the growth potential of emerging markets may come to the fore.

March 13, 2019
Bw we see better conditions for global debt markets in 2019 620x349
CIO Insights
Capitulation, Thy Name Is Powell

The U.S. Federal Reserve faces reality and decides to pause on raising interest rates.

February 01, 2019
Bw capitulation thy name is powell 620x349
Markets & Economy
Five More Years for This Business Cycle

Slower U.S. economic growth and sound policy could help extend this already prolonged cycle.

January 31, 2019
Bw five more years for this business cycle 620x349
CIO Insights
QT? Bah, Humbug! It's All About Fed Policy

Investors should focus on U.S. Federal Reserve policy, not quantitative tightening.

January 16, 2019
Bw qt bah humbug its all about fed policy 620x349
CIO Insights
Did Christmas Come Early for Investors This Year?

Hopes that rate and trade policy issues have been resolved may be premature.

December 04, 2018
Bw did christmas come early for investors this year 620x349
Markets & Economy
Recent Correction May Extend Current Market Cycle

We think the market may have appropriately responded to excessive expectations for U.S. growth.

October 29, 2018
Bw market may simply be lowering elevated expectations 620x349
CIO Insights
Playing with Fire on Trade

The U.S. may be playing with fire on trade if it tries to force a quick victory over China.

October 02, 2018
Bw playing with fire on trade 620x349
CIO Insights
Emerging Markets: What I Got Wrong

I didn’t anticipate the downturn in emerging markets, but my long-term outlook for EM is still positive.

September 10, 2018
Bw emerging markets what we got wrong 620x349
CIO Insights
It Ain't the Economy, Silly. It's Interest Rates and Trade.

Krishna Memani finds hope in the underlying trends that could support continued growth.

July 31, 2018
Bw it aint the economy silly its interest rates and trade 620x349
CIO Insights
Is the Cycle Over? Not Yet.

While risks are rising, it’s not yet time to wave the white flag on this business cycle.

June 22, 2018
Bw is the cycle over not yet 620x349
CIO Insights
The Dollar Rally and Emerging Markets in Perspective

We still believe the dollar will weaken—and that emerging markets present opportunities.

May 17, 2018
Bw the dollar rally and emerging markets in perspective 620x349
CIO Insights
The Dollar is Strong? Give Me a Break!

Despite recent concerns about its strength, the dollar has moved far less than equities.

April 30, 2018
Bw i am a dollar watcher please give me a break 620x349
CIO Insights
Is the U.S. Economy Cresting?

The currently slow pace of U.S. economic growth may accelerate in the second half of 2018.

April 16, 2018
Bw is the us economy cresting 620x349
CIO Insights
Trade Wars: Stop Hyperventilating, It's All About the Dollar

Talk of tariffs should have us focus on politics and the dollar, not economics.

March 07, 2018
Bw trade wars stop hyperventilating its all about the dollar 620x349
Markets & Economy
Building Income Portfolios in an Income-Challenged World

We feel investors can build diverse portfolios to target yield—even in a low-yield world.

September 30, 2018
Bw building income portfolios income challenged world 620x349
Domestic Equity
Are Stocks Overvalued?

Few signs of bubbles and the current mix of growth and low rates may keep supporting stocks.

October 27, 2017
Bw are stocks overvalued 620x349
Markets & Economy
How this Bull Market Will End

If the least loved bull market of our time won’t die of old age, what will cause its demise?

August 15, 2017
Bw mid year market outlook 2017 620x349
CIO Insights
To Challenge the Index Is to Challenge Common Wisdom

In pursuit of investment opportunities, we take an innovative approach.

April 03, 2017
Bw to challenge the index is to challenge common wisdom 620x349
CIO Insights
CIO Insights from Krishna Memani

The CIO Insights blog provides a view into our latest thinking on the global markets.

Bw krishna memani 620x349
CIO Insights
Investing Is All about Ideas

Learn how we explore new investment opportunities.

August 20, 2015
Bw investing ideas 620x349

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. Prior to June 1, 2017, the Fund's name was Oppenheimer Core Bond Fund.
  2. 2. Effective 4/30/13, the Fund's investment objective changed from "seeks high level of current income" to "seeks total return".
  3. 3. Prior to 4/28/17, the Fund's name was Oppenheimer Core Bond Fund/VA.
  4. 4. The fund's investment objective changed from "seeks high current income" to "seeks total return" on 6/4/12.
  5. 5. Effective 4/30/13, the Fund's investment objective changed from "seeks high total investment return, which includes current income and capital appreciation" to "seeks total return." Performance prior to 4/30/13 is not indicative of performance for any subsequent periods.
  6. 6. The Fund's investment objective changed from "seeks as much current income as is compatible with prudent investment" to "seeks total return" on 12/28/12.
  7. 7. Effective 11/1/13, the Fund increased its investment limit on below-investment-grade securities from 25% to 40%, and the Fund increased its investment limit on illiquid securities from 10% to 15%. Please see the Fund's prospectus and prospectus supplement for further information.
  8. A. Returns are preliminary and subject to change until the first business day of the month.
  9. B. The Morningstar Rating&trade; for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. <b>The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.</b> The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Ratings do not consider sales charges and are subject to change monthly. <strong>Past performance is no guarantee of future results</strong></p>
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