Bw matthew ziehl 469x264

Matt is an optimist. He wakes up wondering what unexpected events will create new stock ideas, and sees a bear market as an opportunity to buy more shares of his favorite companies. Ever the family man, he’d like to live long enough to meet his great grandkids, and once he passes on, hopes his tombstone will be etched with “You talk first…I’ll just listen.”

  • B.A. from Yale University
  • M.B.A. from New York University

Tenure

  • 25 YRS

    Industry

  • 5 YRS

    Oppenheimer

Main Street Equity Team

Raymond Anello, CFA

Sector Manager, Energy

Joy Budzinski

Sector Manager, Healthcare

Manind Govil, CFA

Main Street Team Leader

Kristin Ketner

Sector Manager, Consumer

Magnus Krantz

Sector Manager, Information Technology

Paul Larson

Generalist

Benjamin Ram

Sector Manager, Financials (ex-REITS)

Raman Vardharaj, CFA

Head of Quantitative Research

Adam Weiner

Sector Manager, Industrials and Materials

Sudip Lahiri, CFA

Media & Telecomm Sector Manager

Mathias D. Strohfeldt, CFA

Sector Manager, Utilities and Generalist

Average Annual Total Returns (%) with sales charge as of 3/31/15
Fund Name Inception Date Managed Since YTD as of
  • 4/27/15
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Since Inception Gross Expense Ratio (%)
 
Main Street Small Cap Fund®/VA 5/1/1998 5/19/2009 2.03 10.81 18.85 16.36 9.77 8.71 0.81
 
Main Street Small Cap Fund® A - OSCAX 5/17/2013 5/17/2013 1.88 3.97 12.77 1.37
 
Main Street Mid Cap Fund® A - OPMSX 8/2/1999 5/19/2009 3.46 5.51 14.22 13.48 8.24 10.87 1.11

Insights

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. 

    "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.

  1. 1. Special Risks: Small-sized company stock is typically more volatile than that of larger, more established businesses, as these stocks tend to be more sensitive to changes in earnings expectations and tend to have lower trading volumes than large-cap securities, creating potential for more erratic price movements. It may take a substantial period of time to realize a gain on an investment in a small-sized company, if any gain is realized at all. Diversification does not guarantee profit or protect against loss.
  2. 2. Special Risks Small-sized company stock is typically more volatile than that of larger, more established businesses, as these stocks tend to be more sensitive to changes in earnings expectations and tend to have lower trading volumes than large-cap securities, creating potential for more erratic price movements. It may take a substantial period of time to realize a gain on an investment in a small-sized company, if any gain is realized at all. Diversification does not guarantee profit or protect against loss.
  3. 3. Special Risks: Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes and geopolitical risks. Small and mid-sized company stock is typically more volatile than that of larger, more established businesses, as these stocks tend to be more sensitive to changes in earnings expectations. It may take a substantial period of time to realize a gain on an investment in a small or mid-sized company, if any gain is realized at all. Diversification does not guarantee profit or protect against loss.
  4. A. 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. B. "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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