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Oppenheimer Funds

David Lukkes, CFA

Portfolio Manager

david-lukkes_469x264.jpg
  • 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
  • 8/18/17
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
 Senior Floating Rate Fund A - OOSAX (NAV)
10/28/2015 2.12 8.98 3.34 4.58 4.09 4.90
9/8/99 		1.11
 
 Senior Floating Rate Fund A - OOSAX (with Sales Charge)
10/28/2015 2.12 5.16 2.12 3.84 3.72 4.69
9/8/99 		1.11
 
 Senior Floating Rate Plus Fund A - OSFAX (NAV)
10/28/2015 2.15 9.34 2.85 – – 3.59
8/23/13 		2.06
 
 Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
10/28/2015 2.15 5.51 1.63 – – 2.64
8/23/13 		2.06
Average Annual Total Returns (%) as of 6/30/17
  • C
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