December 28, 2014 2:30 AM ET

Capital Markets

Company Overview of Oppenheimer Rochester AMT-Free New York Municipal Fund

Company Overview

Oppenheimer Rochester AMT-Free New York Municipal Fund is an open-ended fixed income mutual fund launched and managed by OFI Global Asset Management, Inc. It is co-managed by OppenheimerFunds, Inc. The fund invests in the fixed income markets of the United States. It invests in tax-exempt New York municipal securities issued by the state and its political subdivisions. The fund invests in investment grade securities of any maturity rated in one of the four highest rating categories of nationally recognized statistical rating organizations, such as Standard & Poor's. It benchmarks the performance of its portfolio against the Barclays Municipal Bond Index and Consumer Price Index. The fund was...

Two World Financial Center

225 Liberty Street

11th Floor

New York, NY 10281-1008

United States

Founded in 1984

Phone:

212-323-0200

Fax:

212-323-4070

Key Executives for Oppenheimer Rochester AMT-Free New York Municipal Fund

Principal Executive Officer and President
Age: 55
Principal Financial & Accounting Officer and Treasurer
Age: 55
Chief Compliance Officer and Chief Anti-Money Laundering Officer
Age: 41
Chief Business Officer and Vice President
Age: 45
Chief Legal Officer and Secretary
Age: 56
Compensation as of Fiscal Year 2014.

Oppenheimer Rochester AMT-Free New York Municipal Fund Key Developments

The Shuman Law Firm Announces Proposed Settlements Totaling $89.5 Million in Class Action Lawsuits Involving Oppenheimer AMT-Free Municipals Fund, Oppenheimer AMT-Free New York Municipal Fund, Oppenheimer Rochester National Municipal Fund, Oppenheimer New Jersey Municipal Fund, Oppenheimer Pennsylvania Municipal Fund and Rochester Fund Municipals

The Shuman Law Firm announced that pursuant to an order of the United States District Court for the District of Colorado, that a hearing will be held on July 31, 2014 at 10 a.m. before the Honorable John L. Kane at the Alfred A. Arraj United States Courthouse, 901 19th Street, Denver, Colorado, for the purpose of determining: whether the proposed settlements of the claims in the six separate actions involving the Oppenheimer Rochester Funds for the total sum of $89,500,000 in cash should be approved by the Court as fair, reasonable and adequate; whether the actions should be dismissed with prejudice pursuant to the terms and conditions of the settlements; whether the distribution plan for distributing the proceeds of the settlements should be approved; and whether the applications of lead counsel for the payment of attorneys' fees and reimbursement of expenses incurred in connection with the actions, including awards to the representative class plaintiffs in the Actions, should be approved. The settlements of these actions for the classes of shares from the funds during the applicable time periods are: AMT-Free Fund (between May 13, 2006 and October 21, 2008, inclusive) settlement is $17,109,000; Oppenheimer AMT-Free New York Municipal Fund (between May 21, 2006 and October 21, 2008, inclusive) settlement is $4,241,000; Oppenheimer Rochester National Municipal Fund (between March 13, 2006 and October 21, 2008, inclusive) settlement is $26,850,000; Oppenheimer New Jersey Municipal Fund (between April 24, 2006 and October 21, 2008, inclusive) settlement is $3,374,000; Oppenheimer Pennsylvania Municipal Fund (between September 27, 2006 and November 26, 2008, inclusive) settlement is $4,341,000; and Rochester Fund Municipals (between February 26, 2006 and October 21, 2008, inclusive) settlement is $33,585,000.

Oppenheimer Rochester AMT-Free New York Municipal Fund, Special/Extraordinary Shareholders Meeting, Sep 27, 2013

Oppenheimer Rochester AMT-Free New York Municipal Fund, Special/Extraordinary Shareholders Meeting, Sep 27, 2013. Agenda: To approve changes in, or the removal of, certain fundamental policies / investment objectives; and to approve an Agreement and Plan of Reorganization that provides for the reorganization of a Fund from a Maryland Corporation or Massachusetts business trust, as applicable, into a Delaware statutory trust.

Oppenheimer Rochester AMT-Free New York Municipal Fund, Special/Extraordinary Shareholders Meeting, Jun 21, 2013

Oppenheimer Rochester AMT-Free New York Municipal Fund, Special/Extraordinary Shareholders Meeting, Jun 21, 2013., at 13:00 US Mountain Standard Time. Location: 6803 South Tucson Way. Agenda: To elect board member nominees; and to update, standardize and streamline certain fundamental policies/investment objectives to provide increased flexibility to the Funds to adapt to a changing investment environment and/or achieve consistency among the Funds and other funds in the Oppenheimer family of funds.

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