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Mutual Fund Insights: Oppenheimer Senior Floating Rate B Fund (XOSBX)
In-depth Analysis of Oppenheimer Senior Floating Rate B (XOSBX)
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Last Trade: $7.92 on 2/8/2010, Change: -0.01 (-0.13%)
Fund Manager - Joseph Welsh
Fund Manager Tenure: 10.4 years [Similar Funds: XOSAX XOSCX XOSYX ]Fundmojo Fund Grade: A (Score: 0.74) (What does this score mean?)Joseph Welsh is vice president and portfolio manager with OppenheimerFunds Inc. since December 2000 and of HarbourView Asset Management Corporation since September 2002. Joseph Welsh was an assistant vice president of OppenheimerFunds Inc. from December 1996 to November 2000. Prior to joining the firm, Joseph Welsh was a high yield bond analyst with W.R. Huff Asset Management from November 1991 to December 1994.
Category Average: 33.19% , -1.51% , 1.14% | Category Average: 39.74% |
What we like about Oppenheimer Senior Floating Rate B Fund (XOSBX)
Data for Oppenheimer Senior Floating Rate B Fund (XOSBX) as of November 30, 2009
- Oppenheimer Senior Floating Rate B Fund (XOSBX) management has been with Oppenheimer Senior Floating Rate B Fund for 10.4 years
- Oppenheimer Senior Floating Rate B Fund (XOSBX) has good mid-term performance (3-year return -0.39% vs -1.51% Bank Loan category average)
- Oppenheimer Senior Floating Rate B Fund (XOSBX) has good Long-term performance (5-year return 2.02% vs 1.14% Bank Loan category average)
- Oppenheimer Senior Floating Rate B Fund (XOSBX) ratio of up-years vs down years is greater than 2
- Oppenheimer Senior Floating Rate B Fund (XOSBX) has a Morningstar rating of 4 and above
- Oppenheimer Senior Floating Rate B Fund (XOSBX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.74, lower than category average of 13.94
What we are cautious about Oppenheimer Senior Floating Rate B Fund (XOSBX)
Data for Oppenheimer Senior Floating Rate B Fund (XOSBX) as of November 30, 2009
- Oppenheimer Senior Floating Rate B Fund (XOSBX) has a less-than-ideal short-term performance (1-year return 32.60% vs 33.19% Bank Loan category average)
- Oppenheimer Senior Floating Rate B Fund (XOSBX) has an annual stock turnover rate of 51.00% that is higher than the Bank Loan average of 39.74%. This could mean Oppenheimer Senior Floating Rate B is more nimble, but also signal potential high tax impact and high trading fees
- Oppenheimer Senior Floating Rate B Fund (XOSBX) carries a front-end load of % and 3.00% backend load
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Oppenheimer Senior Floating Rate B Fund (XOSBX) Net Asset
Track net asset change of Oppenheimer Senior Floating Rate B fund (XOSBX)
| Date | Net Asset |
| 11/2009 | $98.24M |
| 10/2009 | $103.14M |
| 09/2009 | $102.78M |
Oppenheimer Senior Floating Rate B Fund (XOSBX) Portfolio Allocation
Track portfolio allocation change of Oppenheimer Senior Floating Rate B fund (XOSBX)
| Date | Cash | Stock | Bond | Other |
| 07/2009 | 11% | 0% | 84.43% | 4.58% |
| 04/2009 | 12.83% | 0% | 83.62% | 3.56% |
| 01/2009 | 17.73% | 0% | 82.02% | 0.26% |
Most Recent Top 10 Holdings in Oppenheimer Senior Floating Rate B Fund (XOSBX)
Discover what Oppenheimer Senior Floating Rate B Fund (XOSBX) manager is buying
Caritor Inc Term Loan [1.3%] Liberty Electric Power Tl [1.24%] Coleto Creek Power T/L B [1.22%] Itc Delta Com Term Loan B [1.19%] Zuffa Term Loan B [1.13%] Precision Partners T/L [1.12%] Penton Media 1st Lien T/L [1.05%] Us Xpress Enterprises T/L [1.01%] United Air Lines Inc T/L [1.01%] | Western Refining T/L [2.47%] Chrysler Llc Term Loan B1 [1.8%] Liberty Electric Power Tl [1.36%] Hca Inc Term Loan B [1.29%] Zuffa Term Loan B [1.28%] Ipc Systems 1st Ln Tl B1 [1.25%] Amc Entertainment T/L B [1.18%] Precision Partners T/L [1.16%] Citadel Broadcasting Tl B [1.15%] | Western Refining T/L [1.62%] Liberty Electric Power Tl [1.47%] Ford Motor Company T/L B [1.29%] Ipc Systems 1st Ln Tl B1 [1.26%] Charter Comm Oper 1st T/L [1.2%] Precision Partners T/L [1.19%] Citadel Broadcasting Tl B [1.15%] Am General Llc Term Ln B [1.13%] Zuffa Term Loan B [1.11%] |
Related books and products to Oppenheimer Senior Floating Rate B Fund (XOSBX)
Latest News on Oppenheimer Senior Floating Rate B (XOSBX)
See what is happening with Oppenheimer Senior Floating Rate B Fund (XOSBX)
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
