Save this site as my preferred OppenheimerFunds experience
Save
No, Thanks

Spoof Access

×

David Lukkes, CFA

Portfolio Manager

Bw david lukkes 469x264

Tenure

  • 20 YRS

    Industry

  • 22 YRS

    Oppenheimer

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

David Lukkes, CFA is a portfolio manager of Oppenheimer Senior Floating Rate Fund 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 High Yield Corporate Debt Team.

Show full biography Hide full biography
  • B.S. from Colorado State University
  • M.B.A. from University of Arizona
High Yield Corporate Debt Team
Joseph Welsh, CFA

Head of High Yield Corporate Debt Team

Anthony Arnese, CFA

Senior Analyst

Anthony Barbato, CFA

Senior Analyst

Jared Bunyak, CFA

Senior Analyst

Rob Chavez

Analyst

Brian Hickey, CFA

Senior Analyst

Luke Obermeyer

Analyst

Myk Pleet

Senior Analyst

Jahan Sadeghi, CFA

Analyst

Taylor Watts

Senior Client Portfolio Manager

Show High Yield Corporate Debt Team Hide High Yield Corporate Debt Team

Managed Funds

Average Annual Total Returns (%) as of 6/30/16
Fund Name Managed Since YTD as of
  • 9/28/16
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Senior Floating Rate Fund A - OOSAX (NAV)
10/28/2015 8.80 0.90 2.21 3.39 3.91 4.66
9/8/99
1.08
 
Senior Floating Rate Fund A - OOSAX (with Sales Charge)
10/28/2015 8.80 -2.63 1.00 2.66 3.54 4.44
9/8/99
1.08
 
Senior Floating Rate Plus Fund A - OSFAX (NAV)
10/28/2015 9.45 -0.71 1.65
8/23/13
2.39
 
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
10/28/2015 9.45 -4.18 0.39
8/23/13
2.39

Insights

Domestic Debt

The Case for Senior Loans as We Enter 2016

Joseph Welsh

Head of High Yield Corporate Debt Team

Senior loans offer the potential for high income in rising rate scenarios.

×
Loading...
Tiny Button Small Button Large Button Default Button Secondary Button Framed Button Framed Button ( Small Caps )