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Oppenheimer Funds

David Lukkes, CFA

Portfolio Manager

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

David Lukkes, CFA, is a portfolio manager of the Senior Loans strategy 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 Senior Corporate Loan Team.

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

    Industry

  • 16 YRS

    Oppenheimer

Managed Funds
All Funds
Fund Name Managed Since YTD as of
  • 8/20/18
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
 Senior Floating Rate Fund A - OOSAX (NAV)
10/28/2015 2.61 3.93 4.55 3.87 5.06 4.85
9/8/99 		1.13
 
 Senior Floating Rate Fund A - OOSAX (with Sales Charge)
10/28/2015 2.61 0.29 3.31 3.13 4.69 4.65
9/8/99 		1.13
 
 Senior Floating Rate Plus Fund A - OSFAX (NAV)
10/28/2015 2.73 3.81 4.06 – – 3.64
8/23/13 		1.86
 
 Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
10/28/2015 2.73 0.17 2.84 – – 2.88
8/23/13 		1.86
Average Annual Total Returns (%) as of 6/30/18
  • A

Insights

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Domestic Debt

The Latest on Oppenheimer Senior Floating Rate Fund

Joseph Welsh

Head of Senior Corporate Loan Team

David Lukkes

Portfolio Manager

Quarterly performance and portfolio positioning for Oppenheimer Senior Floating Rate Fund.

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