Ultime Notizie
Ricevi uno sconto del 50% 0
Sconto del 50%! Batti il mercato nel 2025 con InvestingPro
APPROFITTA DELLO SCONTO
Chiusura

Invesco Charter Fund Class A (CHTRX)

Crea una notifica
Nuovo!
Crea una notifica
Sito web
  • Con una notifica
  • Per utilizzare questa opzione, assicurati di aver effettuato l'accesso
App per cellulare
  • Per utilizzare questa opzione, assicurati di aver effettuato l'accesso
  • Assicurati di aver effettuato l'accesso con lo stesso profilo utente

Condizione

Frequenza

Una volta
%

Frequenza

Frequenza

Metodo di ricezione

Stato

Aggiungi/Rimuovi dal Portafoglio Aggiungere uno strumento a:
Aggiungi alla watchlist
Aggiungi Posizioni

Posizione aggiunta con successo a:

Nomina il tuo portafoglio holding
 
20,05 +0,15    +0,75%
23/12 - Dati in Ritardo. Valuta in USD
  • Rating di Morningstar:
  • Asset totali: 3,35B
Tipologia:  Fondo
Mercato:  Stati Uniti
Emittente:  Invesco
Tipo di investimento:  Azione
Invesco Charter A 20,05 +0,15 +0,75%

CHTRX Panoramica

 
Su questa pagina troverai un profilo dettagliato su Invesco Charter Fund Class A. Scopri di più su gestione, asset totali, strategie di investimento e informazioni di contatto di CHTRX, ed altre informazioni.
Categoria

Large Blend

Asset totali

3,35B

Costi

1,03%

Data di lancio

25168

Informazioni di contatto

Indirizzo 11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Telefono (800) 659-1005

Vertici Esecutivo

Nome Titolo Dal Fino a
Magnus Krantz Portfolio Manager 2022 Adesso
Biografia Magnus Krantz, Portfolio Manager, who has been responsible for the Fund since 2022 and has been associated with Invesco and/or its affiliates since 2019. From 2009 to 2019, Mr. Krantz was associated with Oppenheimer Funds, a global asset management firm.
Belinda Cavazos Portfolio Manager 2022 Adesso
Biografia Belinda Cavazos, CFA (lead manager), Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2020. Belinda was a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She was a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.
Benjamin E. Ram Portfolio Manager 2019 Adesso
Biografia Benjamin Ram is a portfolio manager at Invesco Advisers. He has been associated with Invesco Advisers and/or its affiliates since 2019. Prior to 2019, he was a portfolio manager of OFI Global Institutional, Inc. (“OFI Global”) since May 2009. Prior to joining OFI Global, Mr. Ram was sector manager for financial investments and a co-portfolio manager for mid-cap portfolios with the RS Core Equity Team of RS Investment Management Co. LLC from October 2006 to May 2009. He served as Portfolio Manager Mid Cap Strategies, Sector Manager Financials at The Guardian Life Insurance Company of America from January 2006 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. Ben holds an M.B.A. from John Hopkins University and a B.A. in economics from the University of Maryland.
Paul Larson Portfolio Manager 2019 2022
Biografia Paul Larson has been a Vice President of OppenheimerFunds since January 2013. Prior to joining OppenheimerFunds, he was a portfolio manager and Chief Equity Strategist at Morningstar, during which time he was also an editor of Morningstar’s Stocklnvestor newsletter, which tracked Mr. Larson’s recommendations. He was previously an analyst at Morningstar covering the energy sector and oversaw the firm’s natural resources analysts. During his tenure at Morningstar, Mr. Larson also contributed to the ongoing development of Morningstar’s moat methodology and their initiation of the moat trend methodology. Prior to joining Morningstar in 2002, Mr. Larson was an analyst with The Motley Fool. Mr. Larson holds an M.B.A. from the Keller Graduate School of Management and a B.S. in bioengineering from the University of Illinois at Chicago.
Manind V. Govil Portfolio Manager 2019 2022
Biografia Manind Govil, CFA , is a portfolio manager at Invesco Advisers. He has been associated with Invesco Advisers and/or its affiliates since 2019. Prior to 2019, he was the Main Street Team Leader and a portfolio manager of OFI Global Institutional, Inc. (“OFI Global”) since May 2009. Prior to joining OFI Global, Mr. Govil was a portfolio manager with RS Investment Management Co. LLC from October 2006 until March 2009. He served as the head of equity investments at The Guardian Life Insurance Company of America from August 2005 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. He holds an M.B.A from the University of Cincinnati and a B.Comm. degree from the University of Bombay, India. Mani is a CFA charterholder.
Ronald S. Sloan CIO (Chief Investment Officer) 2002 2019
Biografia Ron Sloan,(lead manager), Portfolio Manager, is chief investment officer of Invesco’s Domestic Core Investment Management Unit. Mr. Sloan joined Invesco in 1998 from Verissimo Research and Mgmt., where he served as president since 1993. Prior to this position, he was partner and executive vice president at Wood Island Associates Inc./Siebel Capital Management Inc. from 1981 to 1993. Mr. Sloan has been in the investment industry since 1971. Mr. Sloan earned both a Bachelor of Science degree in business administration.
Brian T. Nelson Portfolio Manager 2007 2018
Biografia Brian Nelson is a portfolio manager for Invesco’s U.S. Core Equity team. He was senior equities analyst. He has been associated with Invesco and/or its affiliates since 2004. He began his investment career in 1988 as a telecommunications and technology analyst with Franklin Templeton before being named portfolio manager in 1992. In 1995, he joined Chancellor LGT Asset Mgmt. (which merged with Invesco in 1997) as an analyst and was promoted to portfolio manager in 1998. Mr. Nelson joined Salomon Smith Barney as a vice president and senior analyst.
Tyler Dann Portfolio Manager 2007 2014
Biografia Tyler Dann II has been a member of the RS Value team since 2014. From 2014 through 2016, he was with RS Investment Management Co. LLC, which was acquired by Victory Capital Management in 2016. Prior to that, he was Portfolio Manager and Senior Research Analyst with Invesco Advisers, Inc. , where he served as co-Portfolio Manager for the Invesco Charter Fund, the Invesco VI Core Equity Fund and the Invesco Energy Fund.Previously, he was Senior Research Analyst at Banc of America Securities. Prior to that, Mr. Dann held various energy research positions at Credit Suisse First Boston and SBC Warburg. He is a CFA charterholder.
David Pointer conduct corporate valuations 2003 2003
Biografia Prior to joining AIM, Mr. Pointer was with Brueggeman & Johnson, PLC, conducting corporate valuations, offering merger advice, and dispute resolution consulting services. He also worked as a private equity analyst with the Government of Singapore Investment Corporation. Mr. Pointer received a B.S. in finance and economics from Central Washington University and earned his M.B.A. from The Wharton School of the University of Pennsylvania. He holds a Chartered Financial Analyst designation.
Michael Yellen Portfolio Manager 2002 2003
Biografia Yellen came to AIM in 1998 from the Asset Management Division of Liechtenstein Global Trust, which he joined in 1994 as an investment analyst for health care industries. He was promoted to portfolio manager in 1996 and had primary responsibility for the GT Applied Science Fund and the GT Healthcare Fund, both offshore funds, until assuming his present responsibilities with AIM.
Guida sui Commenti

Ti consigliamo di utilizzare i commenti per interagire con gli utenti, condividere il tuo punto di vista e porre domande agli autori e agli altri iscritti. Comunque, per mantenere alto il livello del discorso, ti preghiamo di tenere a mente i seguenti criteri :

  • Arricchisci la conversazione
  • Rimani concentrato. Pubblica solo materiale che è rilevante all'argomento in discussione.
  • Sii rispettoso. Anche le opinioni negative possono essere trattate in modo positivo e diplomatico.
  • Utilizza lo stile standard di scrittura. Includi la punteggiatura,con lettere maiuscole e minuscole.
  • NOTA: messaggi contenenti spam, messaggi promozionali, link o riferimenti a siti esterni verranno rimossi.
  • Evita bestemmie, calunnie e gli attacchi personali rivolti a un autore o ad un altro utente.
  • Saranno consentiti solo commenti in Italiano.

Autori di spam o abuso verranno eliminati dal sito e vietati dalla registrazione futura a discrezione di Investing.com.

CHTRX Commenti

Scrivi ciò che pensi su Invesco Charter Fund Class A
 
Sei sicuro di voler cancellare questo grafico?
 
Posta
Pubblica anche su
 
Sostituire il grafico allegato con un nuovo grafico?
1000
La tua possibilità di commentare è stata sospesa per via di report negativi da parte di altri utenti. La tua situazione sarà controllata dai nostri moderatori.
Attendi un minuto prima di commentare di nuovo.
Grazie per aver commentato. Il commento è in attesa di approvazione da parte dei moderatori. Il commento sarà pubblicato sul nostro sito non appena approvato.
 
Sei sicuro di voler cancellare questo grafico?
 
Posta
 
Sostituire il grafico allegato con un nuovo grafico?
1000
La tua possibilità di commentare è stata sospesa per via di report negativi da parte di altri utenti. La tua situazione sarà controllata dai nostri moderatori.
Attendi un minuto prima di commentare di nuovo.
Allega un Grafico ai Commenti
Conferma blocco

Sei sicuro di voler bloccare %USER_NAME%?

Confermando il blocco tu e %USER_NAME% non potrete più vedere reciprocamente i vostri post su Investing.com.

%USER_NAME% è stato aggiunto correttamente alla lista di utenti bloccati

Poiché hai appena sbloccato questa persona, devi aspettare 48 ore prima di bloccarla nuovamente.

Segnala questo commento

Considero questo commento come:

Commento contrassegnato

Grazie!

La tua segnalazione è stata inviata ai nostri moderatori che la esamineranno
Continua con il tuo id Apple
Registrati tramite Google
o
Registrati tramite email