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

Spoof Access

×

Joseph Higgins

Portfolio Manager

Bw joseph higgins 469x264

Tenure

  • 34 YRS

    Industry

  • 12 YRS

    Oppenheimer

  • B.S. from Manhattan College
  • M.B.A. from University of Pennsylvania

Joseph Higgins serves as co-portfolio manager of Oppenheimer Rising Dividends Fund and has been with the Growth Team since 2007. Previously, Mr. Higgins was the co-portfolio manager at the Windham Capital Management division of OFI Institutional Asset Management, Inc. In addition, he was a member of the Growth Team's Investment Policy and Strategy Committee. He has over 21 years of investment experience.

Show full biography Hide full biography
  • B.S. from Manhattan College
  • M.B.A. from University of Pennsylvania
Growth Equity Team
Neil M. McCarthy

Director of Growth Equities, Portfolio Manager

Ronald Zibelli Jr., CFA

Senior Portfolio Manager

Michael Kotlarz

Portfolio Manager

Justin Livengood, CFA

Portfolio Manager

Ash Shah, CFA, CPA

Portfolio Manager

Emanuele S. Bergagnini, CFA

Senior Analyst

Julie Burke, CFA

Senior Analyst

Christine Carballo

Portfolio Analyst

Ryan Dolan

Research Analyst

Mary Dugan Sheridan, CFA

Senior Analyst

Trish Grady

Senior Analyst

Daniel Grasman, CFA

Senior Analyst

Christopher Mashia, CFA

Senior Analyst

Anna Toshach, CFA

Senior Research Analyst

Show Growth Equity Team Hide Growth Equity Team

Managed Funds

Average Annual Total Returns (%) as of 6/30/16
Fund Name Managed Since YTD as of
  • 9/26/16
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Rising Dividends Fund A - OARDX (NAV) 8/1/2007 0.69 -0.88 8.10 8.62 6.64 12.17
4/30/80
1.06
 
Rising Dividends Fund A - OARDX (with Sales Charge) 8/1/2007 0.69 -6.57 5.99 7.34 6.01 11.99
4/30/80
1.06

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. 

  1. 1. The Fund's investment objective changed from "seeks capital appreciation" to "seeks total return" on 8/1/07. Performance prior to 8/1/07 is not indicative of performance for any subsequent periods.
  2. A. 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.
  3. B. "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.
×
Loading...
Tiny Button Small Button Large Button Default Button Secondary Button Framed Button Framed Button ( Small Caps )