Objective
OFI Institutional’s Core Plus Fixed Income strategy seeks to outperform the Lehman Brothers® U.S. Aggregate Bond Index over a full market cycle.
As of 9/30/08
 Strategy AUM*:
$552M
 Annualized Excess Return Target:
100–125 bps
 Annualized Tracking Error Target:
1.25–2%
 Benchmark:
Lehman Brothers® U.S. Aggregate Bond

*The OFI Institutional investment team managing the Core Plus Fixed Income strategy for OFI Institutional Asset Management, Inc. also manages $4.5 billion in the strategy for other OppenheimerFunds, Inc. affiliated entities.

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