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Paul Larson

Portfolio Manager

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Tenure

  • 20 YRS

    Industry

  • 4 YRS

    Oppenheimer

  • B.S. from University of Illinois at Chicago
  • M.B.A. from Keller Graduate School of Management

Paul Larson is a portfolio manager of Oppenheimer Main Street Fund and Capital Appreciation Fund. Before joining the Firm, Mr. Larson held various positions at Morningstar, most recently as a portfolio manager and chief equity strategist. He was also editor of the company's StockInvestor newsletter, which tracked his investment recommendations, and was an analyst covering the energy sector. Prior to that, he was an analyst with The Motley Fool.

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  • B.S. from University of Illinois at Chicago
  • M.B.A. from Keller Graduate School of Management
Main Street Equity Team
Raymond Anello, CFA

Portfolio Manager

Joy Budzinski

Portfolio Manager

Manind Govil, CFA

Main Street Team Leader, Portfolio Manager

Kristin Ketner

Portfolio Manager

Magnus Krantz

Portfolio Manager

Joshua Peters, CFA

Portfolio Manager

Benjamin Ram

Portfolio Manager

Raman Vardharaj, CFA

Portfolio Manager

Adam Weiner

Portfolio Manager

Matthew Ziehl, CFA

Portfolio Manager

Sudip Lahiri, CFA

Media & Telecomm Sector Manager

Mathias D. Strohfeldt, CFA

Sector Manager, Utilities and Generalist

Anna Toshach, CFA

Research Analyst

Trish Grady

Research Analyst

Christopher Mashia, CFA

Research Analyst

Emanuele S. Bergagnini, CFA

Senior Client Portfolio Manager

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Managed Funds

Average Annual Total Returns (%) as of 6/30/17
  • A
Fund Name Managed Since YTD as of
  • 8/15/17
  • B,C
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Capital Appreciation Fund A - OPTFX (NAV) 10/5/2016 17.14 20.01 7.90 12.68 5.48 11.67
1/22/81
1.07
 
Capital Appreciation Fund A - OPTFX (with Sales Charge) 10/5/2016 17.14 13.12 5.79 11.35 4.86 11.49
1/22/81
1.07
 
Capital Appreciation Fund/VA (NAV) 10/5/2016 17.29 20.25 8.16 12.99 5.89 9.98
4/3/85
0.83
 
Capital Appreciation Fund/VA (with Sales Charge) 10/5/2016 17.29 20.25 8.16 12.99 5.89 9.98
4/3/85
0.83
 
Main Street Fund® A - MSIGX (NAV) 2/28/2014 11.22 16.58 9.40 14.36 6.57 11.33
2/3/88
0.94
 
Main Street Fund® A - MSIGX (with Sales Charge) 2/28/2014 11.22 9.87 7.26 13.02 5.94 11.10
2/3/88
0.94
 
Main Street Fund®/VA (NAV) 4/30/2014 11.36 16.87 9.62 14.59 6.77 8.89
7/5/95
0.79
 
Main Street Fund®/VA (with Sales Charge) 4/30/2014 11.36 16.87 9.62 14.59 6.77 8.89
7/5/95
0.79

Insights

Domestic Equity

The Latest on Oppenheimer Main Street Fund®

Main Street Team Leader, Portfolio Manager

Portfolio Manager

Portfolio Manager

Recent performance and portfolio positioning for Oppenheimer Main Street Fund.

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.

Domestic Equity

Main Street Fund Tenets: Seek Good Management, Good Value

Main Street Team Leader, Portfolio Manager

Portfolio Manager

Quality management and good value are among the Main Street team’s key investment tenets.

Domestic Equity

Main Street Fund: Why We Look For Economic Moats

Main Street Team Leader, Portfolio Manager

Portfolio Manager

Focusing on a company’s competitive advantage is one of our Main Street team’s key tenets.

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. Paul Larson was added as portfolio manager of the Fund as of October 5, 2016. Michael Kotlarz will no longer be portfolio manager of the Fund as of October 5, 2016.
  2. 2. The Fund's investment objective changed from "seeks high total return" to "seeks capital appreciation" on 12/28/12.
  3. 3. As of 4/30/13, Oppenheimer Main Street Fund®/VA's investment objective will change from: "seeks total return." to "seeks capital appreciation."
  4. A. Returns are preliminary and subject to change until the first business day of the month.
  5. 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.
  6. 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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