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Peter Strzalkowski, CFA

Investment Grade Debt Team Co-Lead, Portfolio Manager

Tenure

  • 24 YRS

    Industry

  • 9 YRS

    Oppenheimer

  • B.S. from Virginia Commonwealth University

Peter Strzalkowski, CFA, serves as co-team leader of the Investment Grade Debt team and is a portfolio manager of the Core Plus Bond strategy, Oppenheimer Limited-Term Government Fund and Oppenheimer Limited-Term Bond Fund. Before joining the Firm in August 2007, Mr. Strzalkowski served as managing partner and chief investment officer of Vector Capital Management, LLC, a structured products money management firm he founded.

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  • B.S. from Virginia Commonwealth University
Investment Grade Debt Team
Krishna Memani

Chief Investment Officer, Portfolio Manager

Michael Brian Block, CFA

Senior Research Analyst

Darrin Clough, CFA

Senior Research Analyst

Megan Johnston Rand, CFA

Senior Research Analyst

Avinand Jutagir, CFA

Senior Research Analyst

Helena Lee, CFA

Senior Research Analyst

Young-Sup Lee

Investment Grade Debt Team Co-Lead, Director of Fixed Income Research

Jill Reiter, CFA

Senior Research Analyst

Ira Jersey

Senior Client Portfolio Manager

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On Twitter Now

@OppFunds Dec 22 “Hope is never a good investment strategy” – PM Peter Strzalkowski on managing risk: http://t.co/udqtiJy6Fc

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 (%)
 
Limited-Term Bond Fund A - OUSGX (NAV)
4/27/2009 2.57 1.30 1.87 2.61 3.96 5.95
8/16/85
0.91
 
Limited-Term Bond Fund A - OUSGX (with Sales Charge)
4/27/2009 2.57 -0.98 1.10 2.14 3.72 5.87
8/16/85
0.91
 
Limited-Term Government Fund A - OPGVX (NAV) 4/27/2009 1.59 1.15 1.10 1.10 2.21 4.93
3/10/86
0.92
 
Limited-Term Government Fund A - OPGVX (with Sales Charge) 4/27/2009 1.59 -1.12 0.33 0.64 1.97 4.86
3/10/86
0.92
 
Core Bond Fund A - OPIGX (NAV)
4/27/2009 6.04 5.18 4.52 5.03 1.06 4.63
4/15/88
0.96
 
Core Bond Fund A - OPIGX (with Sales Charge)
4/27/2009 6.04 0.18 2.84 4.01 0.57 4.45
4/15/88
0.96
 
Core Bond Fund/VA (NAV) 4/27/2009 6.50 5.57 5.01 5.49 1.10 5.67
4/3/85
0.83
 
Core Bond Fund/VA (with Sales Charge) 4/27/2009 6.50 5.57 5.01 5.49 1.10 5.67
4/3/85
0.83

Insights

Domestic Debt

Challenging the Myths About Corporate Bond Liquidity

Peter Strzalkowski

Investment Grade Debt Team Co-Lead, Portfolio Manager

Ira Jersey

Senior Client Portfolio Manager

Some perceptions about corporate bond liquidity are either wrong or unverifiable.

Domestic Debt

Pursuing Stable Returns While Seeking to Mitigate Risk

Peter Strzalkowski

Investment Grade Debt Team Co-Lead, Portfolio Manager

Our Limited-Term Bond Fund seeks steady income while potentially mitigating risk.

Domestic Debt

Limited-Term Bonds (LTBs): Boring Is the New Exciting

The fund seeks to offer a historically low-volatility investment with an attractive risk/reward profile.

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 high current return and safety of principal" to "seeks income" on 12/28/12.
  2. 2. Effective 4/30/13, the Fund's investment objective changed from: "seeks a high level of current income" to "seeks total return."
  3. 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.
  4. 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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