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Charlie Pulire, CFA

Senior Portfolio Manager

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Tenure

  • 13 YRS

    Industry

  • 12 YRS

    Oppenheimer

  • B.S. from University of Maine
  • M.B.A. from University of Rochester

Charlie Pulire, CFA, is the lead portfolio manager for Oppenheimer Short Term Municipal Fund and Oppenheimer Rochester Pennsylvania Municipal Fund, co-leads Oppenheimer Municipal Fund and is a member of the Oppenheimer Municipal Fund Management team. Earlier in his career, he worked as structural engineer focused on nuclear submarines for the Department of Defense. Mr. Pulire completed the Chartered Financial Analyst program in 2012.

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  • B.S. from University of Maine
  • M.B.A. from University of Rochester
Oppenheimer Municipal Fund Management Team
Scott Cottier, CFA

Team Leader, Senior Portfolio Manager

Troy Willis, J.D., CFA

Team Leader, Senior Portfolio Manager

Mark DeMitry, CFA

Senior Portfolio Manager

Michael Camarella, CFA

Senior Portfolio Manager

Elizabeth Mossow, CFA

Senior Portfolio Manager

Rebecca Setcavage, CFA

Portfolio Analyst

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Managed Funds

Average Annual Total Returns (%) as of 9/30/18
  • A
Fund Name Managed Since YTD as of
  • 11/16/18
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
Rochester® Pennsylvania Municipal Fund A - OPATX (NAV) 5/1/2006 9.74 7.09 4.88 6.28 6.38 5.61
9/18/89
1.07
 
Rochester® Pennsylvania Municipal Fund A - OPATX (with Sales Charge) 5/1/2006 9.74 2.01 3.19 5.25 5.86 5.43
9/18/89
1.07
 
Short Term Municipal Fund A - ORSTX (NAV) 12/6/2010 0.66 0.79 1.46 1.87 2.12
12/6/10
0.86
 
Short Term Municipal Fund A - ORSTX (with Sales Charge) 12/6/2010 0.66 -1.48 0.69 1.41 1.82
12/6/10
0.86
 
Oppenheimer Municipal Fund A - OPAMX (NAV) 11/7/2006 1.42 2.38 2.71 4.75 5.63 3.96
11/7/06
0.98
 
Oppenheimer Municipal Fund A - OPAMX (with Sales Charge) 11/7/2006 1.42 -2.48 1.06 3.73 5.12 3.53
11/7/06
0.98

Insights

Municipals

Beyond the Headlines: What’s New in Puerto Rico

The Oppenheimer Municipal Fund Management Team

Bonds have rallied as economy improves and as the government and investors make progress.

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. Available to investors only in certain states.
  2. 2. A portion of a municipal bond fund’s distributions may be subject to the alternative minimum tax (AMT). Capital gains distributions are taxable as capital gains.
  3. 3. Prior to 6/28/18, the Fund's name was Oppenheimer Rochester Short Term Municipal Fund.
  4. 4. Before June 29, 2018, Oppenheimer Short Term Municipal Fund was known as Oppenheimer Rochester Short Term Municipal Fund, and Oppenheimer Intermediate Term Municipal Fund was known as Oppenheimer Rochester Intermediate Term Fund. Effective June 29, various changes were made to each fund’s prospectus. Past performance, therefore, is not indicative of future results. Investors are encouraged to review each fund’s prospectus and summary prospectus for additional details.
     
     
  5. 5. The funds invest in below-investment-grade debt securities, which may entail greater credit risks, as described in each fund’s prospectus. These securities (sometimes called “junk bonds”) may be subject to greater price fluctuations and risks of loss of income and principal than investment-grade municipal securities. The funds may invest substantially in municipal securities within a single state or related to similar type projects, which can increase volatility and exposure to regional issues.
  6. 6. Before October 15, 2018, Oppenheimer Municipal Fund was known as Oppenheimer Rochester Minnesota Municipal and, under normal market conditions, invested at least 80% of its net assets (plus borrowings for investment purposes) in Minnesota municipal securities. On October 15, 2018, the Fund changed its investment strategy from a strategy focused on investing in Minnesota municipal securities to a national municipal bond strategy. Past performance, therefore, is not indicative of future results.
  7. A. Returns are preliminary and subject to change until the first business day of the month.
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