Joseph Welsh, CFA is the Head of the Senior Corporate Loan Team and has been a portfolio manager of Oppenheimer Senior Floating Rate Fund and Oppenheimer Senior Floating Rate Plus Fund since their inceptions. He also co-manages several institutional portfolios that invest in senior loans. He has been with the Firm since 1995.
Joseph Welsh, CFA
Head of Senior Corporate Loan Team
Tenure
-
27 YRS
Industry
-
24 YRS
Oppenheimer
- B.S. from Pennsylvania State University
- M.B.A. from Pace University
- B.S. from Pennsylvania State University
- M.B.A. from Pace University
Managed Funds
| Fund Name | Managed Since |
YTD as of
|
1 Yr | 3 Yr | 5 Yr | 10 Yr | Life | Expense Ratio (%) | |
|---|---|---|---|---|---|---|---|---|---|
|
|
Senior Floating Rate Fund
A - OOSAX
(NAV)
|
9/7/1999 | 4.74 | 1.38 | 5.89 | 3.20 | 8.28 |
4.71
9/8/99 |
1.14 |
|
|
Senior Floating Rate Fund
A - OOSAX
(with Sales Charge)
|
9/7/1999 | 4.74 | -2.17 | 4.65 | 2.46 | 7.90 |
4.52
9/8/99 |
1.14 |
|
|
Senior Floating Rate Plus Fund
A - OSFAX
(NAV)
|
8/23/2013 | 6.35 | 2.00 | 6.46 | 3.08 | – |
3.43
8/23/13 |
1.86 |
|
|
Senior Floating Rate Plus Fund
A - OSFAX
(with Sales Charge)
|
8/23/2013 | 6.35 | -1.57 | 5.20 | 2.35 | – |
2.77
8/23/13 |
1.86 |
Insights
