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David Lukkes, CFA

Portfolio Manager

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  • B.S. from Colorado State University
  • M.B.A. from University of Arizona

David Lukkes, CFA, is a portfolio manager of the Senior Loans strategy and Oppenheimer Senior Floating Rate Plus Fund. Additionally, he co-manages several institutional portfolios that invest in senior loans.

Previously, Mr. Lukkes served as a senior research analyst for the Senior Corporate Loan Team.

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  • B.S. from Colorado State University
  • M.B.A. from University of Arizona
  • 24 YRS

    Industry

  • 16 YRS

    Oppenheimer

Managed Funds
Fund Name Managed Since YTD as of
  • 12/14/18
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
Senior Floating Rate Fund A - OOSAX (NAV)
10/28/2015 0.56 5.03 5.62 3.99 5.84 4.89
9/8/99
1.14
 
Senior Floating Rate Fund A - OOSAX (with Sales Charge)
10/28/2015 0.56 1.36 4.37 3.26 5.46 4.69
9/8/99
1.14
 
Senior Floating Rate Plus Fund A - OSFAX (NAV)
10/28/2015 0.18 5.09 5.37 3.94 3.88
8/23/13
1.86
 
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
10/28/2015 0.18 1.41 4.12 3.20 3.15
8/23/13
1.86
Average Annual Total Returns (%) as of 9/30/18
  • A
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