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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
  • 2/15/19
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
Senior Floating Rate Fund A - OOSAX (NAV)
  • A
10/28/2015 2.92 -0.89 5.05 2.69 8.15 4.58
9/8/99
1.14
 
Senior Floating Rate Fund A - OOSAX (with Sales Charge)
  • A
10/28/2015 2.92 -4.36 3.81 1.96 7.77 4.39
9/8/99
1.14
 
Senior Floating Rate Plus Fund A - OSFAX (NAV)
  • A
10/28/2015 4.19 -1.70 4.89 2.34 2.65
8/23/13
1.86
 
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
  • A
10/28/2015 4.19 -5.14 3.66 1.62 1.97
8/23/13
1.86
Average Annual Total Returns (%) as of 12/31/18
  • B
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