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Laton Spahr, CFA

Value and Income Equity Team Leader, Portfolio Manager

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  • B.S. from University of Wyoming
  • M.S. from University of Wisconsin

Laton Spahr, CFA, serves as Value team leader and portfolio manager of the Mid Cap Value strategy, Dividend Value strategy and Oppenheimer Value Fund.

Prior to joining the Firm, Laton was a senior portfolio manager at Columbia Management Investment Advisors where he managed value and income strategies across institutional and retail investment channels, and was with Columbia for 12 years.

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  • B.S. from University of Wyoming
  • M.S. from University of Wisconsin
  • 18 YRS

    Industry

  • 4 YRS

    Oppenheimer

On Twitter Now

@OppFunds Nov 12 PM Laton Spahr talks “anemic revenue growth” w/ @WSJ http://t.co/RoLGoUfxZv

Managed Funds
Fund Name Managed Since YTD as of
  • 12/15/17
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
Mid Cap Value Fund A - QVSCX (NAV)
3/11/2013 11.43
1/3/89
1.20
 
Mid Cap Value Fund A - QVSCX (with Sales Charge)
3/11/2013 11.43
1/3/89
1.20
 
Value Fund A - CGRWX (NAV)
3/11/2013 14.73
9/16/85
0.97
 
Value Fund A - CGRWX (with Sales Charge)
3/11/2013 14.73
9/16/85
0.97
 
Dividend Opportunity Fund A - OSVAX (NAV) 3/11/2013 12.88
11/26/02
1.16
 
Dividend Opportunity Fund A - OSVAX (with Sales Charge) 3/11/2013 12.88
11/26/02
1.16
Average Annual Total Returns (%) as of 9/30/17
  • C

Insights

Domestic Equity

Intrinsic Value: Chasing the Unicorn of Investing

Value and Income Equity Team Leader, Portfolio Manager

Portfolio Manager

Senior Client Portfolio Manager

Investors seeking “intrinsic value” in stocks are chasing a myth.

Domestic Equity

The Virtue of Complexity for Investors

Value and Income Equity Team Leader, Portfolio Manager

Portfolio Manager

Senior Client Portfolio Manager

In a suddenly more complex world, underlying fundamentals are again driving stock prices.

Markets & Economy

Which Global Markets Are Expected to Rise or Fall?

Explore the big macro stories and key economic data that will impact asset classes and investment plans this year.

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. 

On 2/22/2008 and 3/31/2008 for RWL, the last trade price was used to calculate market return because 4:00pm EST midpoint bid/ask prices are not available on those dates. On 9/30/2008, the last trade price for RWL was used to calculate market return because an uncorrected, failed trade resulted in an incorrect 4:00pm EST midpoint bid/ask price on that date. On 2/22/2008 and 3/31/2008 for RWJ, the last trade price was used to calculate market return because 4:00pm EST midpoint bid/ask prices are not available on those dates.

The NAV return is based on the net asset value of the Fund and the market return (MKT) is based on the market price per share of the Fund. The price used to calculate MKT is determined by using the midpoint between the highest bid and the lowest offer on the primary stock exchange on which the shares of the Fund are listed for trading when the Fund's NAV is calculated at market close. MKT and NAV assume dividends and capital gain distributions have been reinvested in the Fund at market price and NAV, respectively. Returns less than one year are cumulative.

  1. 1. Effective on 12/11/13, the Fund mainly invests in dividend paying stocks that the portfolio manager believes are undervalued. Performance prior to 12/11/13 is not indicative of performance for any subsequent periods.
  2. 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.
  3. 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.
  4. C. Returns are preliminary and subject to change until the first business day of the month.
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