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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
  • 21 YRS

    Industry

  • 23 YRS

    The Firm

Managed Funds
Fund Name Managed Since YTD as of
  • 6/26/17
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Senior Floating Rate Fund A - OOSAX (NAV)
10/28/2015 1.27 12.93 3.63 4.58 4.22 4.96
9/8/99
1.11
 
Senior Floating Rate Fund A - OOSAX (with Sales Charge)
10/28/2015 1.27 8.98 2.41 3.84 3.85 4.75
9/8/99
1.11
 
Senior Floating Rate Plus Fund A - OSFAX (NAV)
10/28/2015 1.27 14.20 3.28 3.78
8/23/13
2.06
 
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
10/28/2015 1.27 10.20 2.06 2.76
8/23/13
2.06
Average Annual Total Returns (%) as of 3/31/17
  • C
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