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 | 2.93 | -0.89 | 5.05 | 2.69 | 8.15 |
4.58
9/8/99 |
1.14 |
|
|
Senior Floating Rate Fund
A - OOSAX
(with Sales Charge)
|
9/7/1999 | 2.93 | -4.36 | 3.81 | 1.96 | 7.77 |
4.39
9/8/99 |
1.14 |
|
|
Senior Floating Rate Plus Fund
A - OSFAX
(NAV)
|
8/23/2013 | 4.20 | -1.70 | 4.89 | 2.34 | – |
2.65
8/23/13 |
1.86 |
|
|
Senior Floating Rate Plus Fund
A - OSFAX
(with Sales Charge)
|
8/23/2013 | 4.20 | -5.14 | 3.66 | 1.62 | – |
1.97
8/23/13 |
1.86 |
Insights
