Matthew Ziehl, CFA serves as lead portfolio manager of Oppenheimer Main Street Small Cap Fund® and co-portfolio manager of Oppenheimer Main Street Mid Cap Fund®. He is also a sector manager for the REITs, lodging, and business services sectors across all of the Main Street Team's strategies. Prior to joining the Firm, Mr. Ziehl managed the RS Small Cap Core Alpha product at RS Investments.
Matthew Ziehl, CFA
Portfolio Manager
Tenure
-
28 YRS
Industry
-
8 YRS
Oppenheimer
- B.A. from Yale University
- M.B.A. from New York University
- B.A. from Yale University
- M.B.A. from New York University
On Twitter Now Follow
@OppFunds Jul 31 Investors: How can you mitigate risks as you move down the market cap spectrum? Read PM #MatthewZiehl’s suggestions: http://t.co/RQI1otcWtC
Managed Funds
| Fund Name | Managed Since |
YTD as of
|
1 Yr | 3 Yr | 5 Yr | 10 Yr | Life | Expense Ratio (%) | |
|---|---|---|---|---|---|---|---|---|---|
|
|
Main Street Small Cap Fund®/VA
(NAV)
|
5/19/2009 | 1.24 | 9.18 | 6.94 | 11.56 | 10.44 |
8.44
5/1/98 |
0.81 |
|
|
Main Street Small Cap Fund®/VA
(with Sales Charge)
|
5/19/2009 | 1.24 | 9.18 | 6.94 | 11.56 | 10.44 |
8.44
5/1/98 |
0.81 |
|
|
Main Street Small Cap Fund®
A - OSCAX
(NAV)
|
5/17/2013 | 1.06 | 8.48 | 6.56 | – | – |
10.24
5/17/13 |
1.24 |
|
|
Main Street Small Cap Fund®
A - OSCAX
(with Sales Charge)
|
5/17/2013 | 1.06 | 2.24 | 4.47 | – | – |
8.90
5/17/13 |
1.24 |
|
|
Main Street Mid Cap Fund®
A - OPMSX
(NAV)
|
5/19/2009 | 1.09 | 7.79 | 5.08 | 10.02 | 9.06 |
10.26
8/2/99 |
1.11 |
|
|
Main Street Mid Cap Fund®
A - OPMSX
(with Sales Charge)
|
5/19/2009 | 1.09 | 1.59 | 3.03 | 8.73 | 8.42 |
9.92
8/2/99 |
1.11 |
Insights
Domestic Equity
Investors have many good reasons to add small -cap stocks as a core portfolio holding.