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Joseph Welsh, CFA

Head of Senior Corporate Loan Team

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  • B.S. from Pennsylvania State University
  • M.B.A. from Pace University

Joseph Welsh, CFA, is the Head of the Senior Corporate Loan Team and has been a portfolio manager of the Senior Loans strategy and Oppenheimer Senior Floating Rate Plus Fund since their inceptions. He also co-manages several institutional portfolios that invest in senior loans.

He has been with the Firm since 1995.

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  • B.S. from Pennsylvania State University
  • M.B.A. from Pace University
  • 27 YRS

    Industry

  • 24 YRS

    Oppenheimer

Managed Funds
Fund Name Managed Since YTD as of
  • 4/24/19
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
Senior Floating Rate Fund A - OOSAX (NAV)
  • A
9/7/1999 5.05 1.38 5.89 3.20 8.28 4.71
9/8/99
1.14
 
Senior Floating Rate Fund A - OOSAX (with Sales Charge)
  • A
9/7/1999 5.05 -2.17 4.65 2.46 7.90 4.52
9/8/99
1.14
 
Senior Floating Rate Plus Fund A - OSFAX (NAV)
  • A
8/23/2013 6.86 2.00 6.46 3.08 3.43
8/23/13
1.86
 
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
  • A
8/23/2013 6.86 -1.57 5.20 2.35 2.77
8/23/13
1.86
Average Annual Total Returns (%) as of 3/31/19
  • B
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