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Stuart Cartner

Senior Portfolio Manager

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Tenure

  • 29 YRS

    Industry

  • 10 YRS

    Oppenheimer

  • B.S. from Indiana University
  • M.B.A. from Kellogg Graduate School of Management, Northwestern University

Stuart Cartner serves as a senior portfolio manager of the Oppenheimer SteelPath Team. Prior to joining SteelPath in 2007, Mr. Cartner was an advisor in the Private Wealth Management Division of Goldman Sachs. During his 19-year tenure there, he was responsible for managing a $200 million portfolio of midstream MLPs. Previously he worked at Trammell Crow Company and General Electric.

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  • B.S. from Indiana University
  • M.B.A. from Kellogg Graduate School of Management, Northwestern University
SteelPath Team
Brian Watson, CFA

Senior Portfolio Manager, Director of Research

Bob Coble

Portfolio Manager, Senior Research Analyst

Chad Potter, CFA

Senior Research Analyst

Sean Wells

Senior Research Analyst

Mark Swaringen

Senior Research Analyst

Shawn Amini

Senior Research Analyst

Cory Garcia

Senior Research Analyst

Casey Wolf

Senior Research Analyst

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Managed Funds

Average Annual Total Returns (%) as of 9/30/17
  • A
Fund Name Managed Since YTD as of
  • 11/20/17
  • B,C
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
SteelPath MLP Alpha Fund A - MLPAX (NAV)
3/31/2010 -11.30 -2.65 -8.62 1.66 4.33
3/31/10
4.18
 
SteelPath MLP Alpha Fund A - MLPAX (with Sales Charge)
3/31/2010 -11.30 -8.24 -10.42 0.46 3.51
3/31/10
4.18
 
SteelPath MLP & Energy Infrastructure Fund A - OMLPX (NAV) 11/6/2017
11/6/17
 
SteelPath MLP & Energy Infrastructure Fund A - OMLPX (with Sales Charge) 11/6/2017
11/6/17
 
SteelPath MLP Select 40 Fund A - MLPFX (NAV)
3/31/2010 -7.54 -0.60 -7.00 2.34 4.87
3/31/10
5.03
 
SteelPath MLP Select 40 Fund A - MLPFX (with Sales Charge)
3/31/2010 -7.54 -6.33 -8.82 1.13 4.05
3/31/10
5.03
 
SteelPath MLP Income Fund A - MLPDX (NAV)
3/31/2010 -9.85 -1.64 -7.91 0.80 3.15
3/31/10
3.56
 
SteelPath MLP Income Fund A - MLPDX (with Sales Charge)
3/31/2010 -9.85 -7.28 -9.70 -0.39 2.34
3/31/10
3.56
 
SteelPath MLP Alpha Plus Fund A - MLPLX (NAV)
12/30/2011 -18.06 -8.09 -14.29 -0.25 0.49
2/6/12
3.52
 
SteelPath MLP Alpha Plus Fund A - MLPLX (with Sales Charge)
12/30/2011 -18.06 -13.38 -15.97 -1.42 -0.56
2/6/12
3.52

Insights

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.

Master Limited Partnerships

November 2017: MLP Market Update, Headwinds and Tailwinds

Senior Portfolio Manager, Director of Research

Master Limited Partnerships, as measured by the Alerian MLP Index, were lower in October.

Master Limited Partnerships

MLPs Recover as the Energy Market Rebalances

A rebalancing of supply and demand has improved the outlook for midstream assets.

Master Limited Partnerships

Midstream MLPs – What the Market May Be Missing

Senior Portfolio Manager, Director of Research

MLP market perceptions do not reflect underlying business fundamentals.

Master Limited Partnerships

What Is an MLP?

MLPs may help generate income while providing an alternative to stocks and bonds.

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. This is a new fund with a limited operating history and an inception date of 11/06/17.
  2. 2. Index Definition: The Alerian MLP Index is a float-adjusted, capitalization-weighted index measuring master limited partnerships, whose constituents represent approximately 85% of total float-adjusted market capitalization. The index is unmanaged and cannot be purchased directly by investors.
  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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