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Fund Intelligence | Best Managers | XOSYX Insights | XOSYX Score | XOSYX Performance | XOSYX Manager | XOSYX News | XOSYX Allocation | XOSYX Holdings Change

Mutual Fund Insights: Oppenheimer Senior Floating Rate Y Fund (XOSYX)

In-depth Analysis of Oppenheimer Senior Floating Rate Y Fund (XOSYX)

Mutual fund chart: Oppenheimer Senior Floating Rate Y Fund (XOSYX)

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See Oppenheimer Senior Floating Rate Y Fund (XOSYX) performance details as of January 31, 2010

  

    Last Trade: $7.98 on 3/15/2010, Change: 0.00 (0%)

  

Fund Manager - Joseph Welsh

Fund Manager Tenure: 10.5 years   [Similar Funds: XOSAX  XOSBX  XOSCX ]
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
Welsh is vice president and portfolio manager with OppenheimerFunds Inc. since December 2000 and of HarbourView Asset Management Corporation since September 2002. He was an assistant vice president of OppenheimerFunds Inc. from December 1996 to November 2000. Prior to joining the firm, Welsh was a high yield bond analyst with W.R. Huff Asset Management from November 1991 to December 1994.  Get more insights on Joseph Welsh

  

What we like about Oppenheimer Senior Floating Rate Y Fund (XOSYX) What we like about Oppenheimer Senior Floating Rate Y Fund (XOSYX)

Data for Oppenheimer Senior Floating Rate Y Fund (XOSYX) as of January 31, 2010

  • Oppenheimer Senior Floating Rate Y Fund (XOSYX) management has been with Oppenheimer Senior Floating Rate Y Fund for 10.5 years
  • Oppenheimer Senior Floating Rate Y Fund (XOSYX) has good short-term performance (1-year return 43.78% vs 35.55% Bank Loan category average)
  • Oppenheimer Senior Floating Rate Y Fund (XOSYX) has good mid-term performance (3-year return 1.53% vs -0.58% Bank Loan category average)
  • Oppenheimer Senior Floating Rate Y Fund (XOSYX) has good Long-term performance (5-year return 3.57% vs 1.82% Bank Loan category average)
  • Oppenheimer Senior Floating Rate Y Fund (XOSYX) ratio of up-years vs down years is greater than 2
  • Oppenheimer Senior Floating Rate Y Fund (XOSYX) has a Morningstar rating of 4 and above
  • Oppenheimer Senior Floating Rate Y Fund (XOSYX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.87, lower than category average of 14.03
  • Oppenheimer Senior Floating Rate Y Fund (XOSYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Oppenheimer Senior Floating Rate Y Fund (XOSYX) What we are cautious about Oppenheimer Senior Floating Rate Y Fund (XOSYX)

Data for Oppenheimer Senior Floating Rate Y Fund (XOSYX) as of January 31, 2010

  • Oppenheimer Senior Floating Rate Y Fund (XOSYX) has an annual stock turnover rate of 51.00% that is higher than the Bank Loan average of 41.17%. This could mean Oppenheimer Senior Floating Rate Y is more nimble, but also signal potential high tax impact and high trading fees
  • Oppenheimer Senior Floating Rate Y Fund (XOSYX) has a higher management fee of 1.58% than its Bank Loan average of 1.36%
See Oppenheimer Senior Floating Rate Y Fund (XOSYX) performance details as of January 31, 2010

  

  

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Oppenheimer Senior Floating Rate Y Fund (XOSYX) Net Asset

Track net asset change of Oppenheimer Senior Floating Rate Y fund (XOSYX)

DateNet Asset
01/2010$13.46M
11/2009$10.23M
10/2009$9.42M
More historic net asset information on Oppenheimer Senior Floating Rate Y Fund (XOSYX)

  

Oppenheimer Senior Floating Rate Y Fund (XOSYX) Portfolio Allocation

Track portfolio allocation change of Oppenheimer Senior Floating Rate Y fund (XOSYX)

DateCashStockBondOther
10/200912.18%0.04%82.37%5.41%
07/200911%0%84.43%4.58%
04/200912.83%0%83.62%3.56%
Click here to see more historic asset allocation information on Oppenheimer Senior Floating Rate Y Fund (XOSYX)

  

Most Recent Top 10 Holdings in Oppenheimer Senior Floating Rate Y Fund (XOSYX)

Discover what Oppenheimer Senior Floating Rate Y Fund (XOSYX) manager is buying

31-Oct-09
Oppenheimer Institutional Money Market E [9.32%]
Ford Motor Company T/L B [2.72%]
United Air Lines Inc T/L [1.36%]
Young Broadcasting T/L [1.35%]
Itc Delta Com Term Loan B [1.24%]
Caritor Inc Term Loan [1.19%]
Precision Partners T/L [1.16%]
Penton Media 1st Lien T/L [1.11%]
Iap Worldwide 1st Lien Tl [1.1%]

31-Jul-09
Ford Motor Company T/L B [1.38%]
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%]

30-Apr-09
Oppenheimer Instl Money Mkt [8.34%]
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%]
Click here for Stock Holding Change Map in Oppenheimer Senior Floating Rate Y Fund (XOSYX)

  

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Latest News on Oppenheimer Senior Floating Rate Y (XOSYX)

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