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Core Plus Bond Fund - B (OINBX)

Core Plus Bond Fund - B (OINBX)
 ! This share class currently has a limited offering, please see prospectus for more details on the offering.
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Steven Lear
Steven Lear| Managing Director Biography

Steven Lear, managing director, is the U.S. Chief Investment Officer for Macro Strategies within our Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Steve is responsible for overseeing macro-driven fixed income investment strategies in the U.S., including core plus, insurance, liability-driven investing and stable value. Steve has been honored by Citywire in the UK in 2011 for managing the top performing US bond fund and by Morningstar in Asia as the US Bond Manager of the Year in 2005. Prior to joining the firm in 2008, Steve was at Schroder Investment Management for ten years, serving as the head of U.S. Fixed Income for the last seven years. Previously, Steve was a partner at Weiss Peck and Greer, a portfolio manager at Credit Suisse First Boston Asset Management and the first mortgage securities analyst at Fidelity Investments. Steve began his career in 1980 at Mercer Consulting. He holds a B.A. in business administration from the University of Western Ontario, an M.B.A from the University of California, Berkeley and is a CFA charterholder.

Education
  • B.A., Business Administration, University of Western Ontario
  • M.B.A., University of California, Berkeley
Experience
  • Industry Experience, 34 Years
  • Firm Experience, 6 Years
  • Fund Experience, 1 Year
Other funds managed by Steven Lear:
Mark Jackson
Mark Jackson| Executive Director Biography

Mark M. Jackson, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Mark is a portfolio manager for the U.S. Value Driven team and is responsible for managing institutional taxable bond portfolios. Prior to joining the firm in 1996, he served as a portfolio manager for Alexander Hamilton Life Insurance Company and was also with the Public Employees Retirement System of Ohio as a portfolio manager. Mark holds a B.S. in finance from Miami University and is a CFA charterholder.

Education
  • B.S., Finance, Miami University
Experience
  • Industry Experience, 29 Years
  • Firm Experience, 18 Years
  • Fund Experience, 18 Years
Frederick Sabetta
Frederick Sabetta| Managing Director Biography

Frederick A. Sabetta, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Cincinnati, Fred is a senior portfolio manager for the High Yield team and is responsible for managing the upper tier and short duration strategies of the group. Prior to joining the firm in 2003, Fred was director, portfolio manager and head of private placements for Deutsche Asset Management and Scudder Kemper Investments, Inc. and vice president, portfolio manager and head of private placements for Aegon USA Investment Management Inc. He holds a B.A. in business administration from Providence College and is a CFA charterholder.

Experience
  • Industry Experience, 31 Years
  • Firm Experience, 11 Years
  • Fund Experience, 8 Years
Other funds managed by Frederick Sabetta:
Richard Figuly
Richard Figuly| Executive Director Biography

Richard Figuly, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Rick is a portfolio manager for the U.S. Value Driven team and is responsible for managing institutional taxable bond portfolios. An employee since 1993, Rick previously served as a fixed income trader trading all taxable fixed income securities while specializing in structured products. Prior to joining the firm, Rick was a fiduciary tax accountant at the Bank One Ohio Trust Company. Rick is also a retired Major of the Ohio Army National Guard. He holds a B.S. in finance from The Ohio State University.

Education
  • B.S., Finance, Ohio State University
Experience
  • Industry Experience, 20 Years
  • Firm Experience, 21 Years
  • Fund Experience, 8 Years
Other funds managed by Richard Figuly:
Andrew Norelli
Andrew Norelli| Managing Director Biography

J. Andrew Norelli, managing director, is a portfolio manager within the Diversified Solutions team for Columbus Fixed Income. In this role, Andrew is responsible for developing new products and managing diversified strategies, focusing on international developed markets, emerging markets, and macroeconomic strategy. Prior to joining the firm in 2012, Andrew spent over eleven years at Morgan Stanley where he most recently served as co-head of the firm’s emerging markets credit trading desk. Andrew holds an economics degree from Princeton University.

Education
    B.A., Economics, Princeton University
Experience
  • Industry Experience, 13 Years
  • Firm Experience, 2 Years
  • Fund Experience, less than 1 year

The Fund's fixed income securities are subject to interest rate risk. If rates increase, the value of the Fund's investments generally declines.

Ordinarily, the Fund will invest at least 80% of its total assets in bonds, both domestic and foreign.

Under normal conditions at least 65% of the Fund's total assets must be invested in securities that are, at the time of purchase, rated investment grade.

The Fund may invest in foreign and emerging markets debt securities that are rated below investment grade (i.e. high yield or junk bonds) or the unrated equivalent. Under normal circumstances the Fund will not invest more than 35% of its total assets in below investment grade securities. They generally are rated in the fifth or lower rating categories of Standard & Poor's and Moody's Investors Service.

The Fund may invest up to 35% of its total assets in foreign and emerging markets.

The Fund may also invest in securities issued or guaranteed by foreign governmental entities (known as sovereign debt securities). Sovereign debt securities are subject to the risk of payment delay or defaults, and are subject to risks related to large debt positions relative to the country's economy or failure to implement economic reforms.

The Fund may invest in futures contracts and derivatives. Many derivatives create leverage that can cause the Fund to be more volatile than it would be if it had not used derivatives.

The Fund's investment in equity securities may rise or fall because of changes in the broad market or changes in a company's financial condition, sometimes rapidly or unpredictably. When the value of a fund's securities goes down, an investment in a fund decreases in value.