David Lukkes, CFA

Portfolio Manager

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

21 ^YRS

Industry
23 ^YRS

The Firm

Managed Funds

All Funds

Fund Name	Managed Since	YTD as of 6/23/17 ^A,B	1 Yr	3 Yr	5 Yr	10 Yr	Life	Gross Expense Ratio (%)
Senior Floating Rate Fund A - OOSAX (NAV)	10/28/2015	1.25	12.93	3.63	4.58	4.22	4.96 9/8/99	1.11
Senior Floating Rate Fund A - OOSAX (with Sales Charge)	10/28/2015	1.25	8.98	2.41	3.84	3.85	4.75 9/8/99	1.11
Senior Floating Rate Plus Fund A - OSFAX (NAV)	10/28/2015	1.36	14.20	3.28	–	–	3.78 8/23/13	2.06
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)	10/28/2015	1.36	10.20	2.06	–	–	2.76 8/23/13	2.06

Average Annual Total Returns (%) as of 3/31/17

David Lukkes, CFA

Mid-Year 2017 Outlook

Senior Loans: An Investment for Today and the Future