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Robert Dunphy, CFA

Portfolio Manager

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Tenure

  • 15 YRS

    Industry

  • 12 YRS

    Oppenheimer

  • B.S.F.S. from Georgetown University
  • MSc from London Business School

Robert Dunphy, CFA serves as co-portfolio manager of the International Growth strategy and portfolio manager of the International Growth and Income strategy. Prior to joining the firm in 2004, he worked as a lead analyst at Nextel Communications for two years. Prior to that, he worked as an analyst at Seneca Financial.

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  • B.S.F.S. from Georgetown University
  • MSc from London Business School
Global Equity Team
Rajeev Bhaman, CFA

Director of Global Equities, Portfolio Manager

Frank Jennings, Ph.D.

Portfolio Manager

Randall Dishmon

Portfolio Manager

Shanquan Li

Portfolio Manager

George R. Evans, CFA

Chief Investment Officer, Equities, Portfolio Manager

Rezo Kanovich

Portfolio Manager

James Ayer, CFA

Portfolio Manager

John C. Delano, CFA

Portfolio Manager

Andres Avalos-Vitiello

Senior Research Analyst

Hugh Coffee

Senior Research Analyst

Jonathan Hartman

Research Analyst

James Holman

Research Analyst

Ananya Lodaya

Senior Research Analyst

Samir Mainthia

Research Analyst

Zachary Sacks

Senior Research Analyst

Sanjiv Talwar, M.D., Ph.D.

Research Analyst

Rijn Van Der Walt, CFA

Senior Research Analyst

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Managed Funds

Average Annual Total Returns (%) as of 3/31/17
  • A
Fund Name Managed Since YTD as of
  • 5/25/17
  • B,C
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
International Growth and Income Fund A - OIMAX (NAV) 10/28/2016 15.61
10/28/16
1.70
 
International Growth and Income Fund A - OIMAX (with Sales Charge) 10/28/2016 15.61
10/28/16
1.70
 
International Growth Fund/VA (NAV)
3/12/2012 16.35 4.00 -0.02 6.44 3.61 7.09
5/13/92
1.09
 
International Growth Fund/VA (with Sales Charge)
3/12/2012 16.35 4.00 -0.02 6.44 3.61 7.09
5/13/92
1.09
 
International Growth Fund A - OIGAX (NAV)
3/29/2012 16.80 4.14 -0.09 6.18 3.50 7.86
3/25/96
1.14
 
International Growth Fund A - OIGAX (with Sales Charge)
3/29/2012 16.80 -1.85 -2.04 4.93 2.89 7.56
3/25/96
1.14

Insights

International Equity

A Portfolio to Address 3 Key Investor Challenges

Robert Dunphy

Portfolio Manager

New fund seeks to help investors manage longevity risk, inflation and the cost of foreign goods.

Markets & Economy

2017 Outlook – How to Invest this Year

Krishna Memani

Chief Investment Officer, Portfolio Manager

Our interactive investment outlook highlights areas of opportunity and concern for 2017.

Press Releases

Oppenheimer International Growth and Income Fund Launched

Strategy invests in dividend-paying non-U.S. businesses with potential for capital appreciation.

Equities

Megatrends — Benefiting from Structural Tailwinds

We identify four structural tailwinds that provide exciting investment opportunities.

Multi-Asset

Using Active Management to Cushion Portfolios

Ben Rockmuller

Portfolio Manager

Hedging strategies can improve portfolio efficiency and keep investors on track.

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. Index Description: The MSCI EAFE Index is a free float‐adjusted market capitalization index that is designed to measure the equity market performance of developed markets, excluding the US & Canada. The MSCI EAFE Index consists of the following 21 developed market country indexes: Australia, Austria, Belgium, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, and the United Kingdom. The index is unmanaged and cannot be purchased directly by investors.
  2. 2. This is a new fund with a limited operating history and an inception date of 10/28/16.
  3. A. Returns are preliminary and subject to change until the first business day of the month.
  4. 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.
  5. 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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