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Michael Levine, CFA

Portfolio Manager

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Tenure

  • 29 YRS

    Industry

  • 22 YRS

    Oppenheimer

  • B.S. from University of Pennsylvania

Michael Levine, CFA serves as portfolio manager of Oppenheimer Equity Income Fund. Before joining the Firm in 1994, Mr. Levine was a research analyst and portfolio manager at AMAS Securities where he managed both equity and fixed income assets. Previously, he was an analyst in the Capital Markets group at Lehman Brothers and worked in the Corporate Finance group at Janney Montgomery Scott.

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  • B.S. from University of Pennsylvania
Value Equity Team
Eric Hewitt

Portfolio Manager

Laton Spahr, CFA

Value Team Leader, Portfolio Manager

Kyle Bergacker

Research Analyst

Daniel Hozian, CFA

Senior Research Analyst

Allison Lewis, CFA

Senior Research Analyst

David R. Moore

Senior Research Analyst

Robert McClure

Senior Client Portfolio Manager

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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 (%)
 
Equity Income Fund A - OAEIX (NAV) 7/15/2007 5.30 -9.72 4.17 6.72 6.21 10.61
2/13/87
1.02
 
Equity Income Fund A - OAEIX (with Sales Charge) 7/15/2007 5.30 -14.91 2.13 5.46 5.58 10.38
2/13/87
1.02
 
Equity Income Fund/VA (NAV)
4/30/2013 5.53 -9.51 4.68 6.00 6.41 8.40
1/2/03
1.52
 
Equity Income Fund/VA (with Sales Charge)
4/30/2013 5.53 -9.51 4.68 6.00 6.41 8.40
1/2/03
1.52

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.
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