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Joseph Welsh, CFA

Head of Senior Corporate Loan Team

  • B.S. from Pennsylvania State University
  • M.B.A. from Pace University

Joseph Welsh, CFA, is the Head of the Senior Corporate Loan Team and has been a portfolio manager of the Senior Loans strategy and Oppenheimer Senior Floating Rate Plus Fund since their inceptions. He also co-manages several institutional portfolios that invest in senior loans.

He has been with the Firm since 1995.

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  • B.S. from Pennsylvania State University
  • M.B.A. from Pace University
  • 26 YRS

    Industry

  • 22 YRS

    The Firm

Managed Funds
Fund Name Managed Since YTD as of
  • 11/17/17
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
Senior Floating Rate Fund A - OOSAX (NAV)
9/7/1999 2.61 5.68 3.84 4.16 4.38 4.88
9/8/99
1.13
 
Senior Floating Rate Fund A - OOSAX (with Sales Charge)
9/7/1999 2.61 1.98 2.61 3.42 4.00 4.67
9/8/99
1.13
 
Senior Floating Rate Plus Fund A - OSFAX (NAV)
8/23/2013 2.50 5.64 3.40 3.58
8/23/13
1.86
 
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
8/23/2013 2.50 1.94 2.18 2.69
8/23/13
1.86
Average Annual Total Returns (%) as of 9/30/17
  • C
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