Invesco Charter Fund Class A (CHTRX)

US Funds

ポートフォリオに追加/削除するポートフォリオに加える

20.72 -0.04 -0.19%

04/11 - 表示されている情報は遅れています。. USD 通貨

タイプ: 投資信託

市場: アメリカ

発行者: Invesco

資産クラス: 株式

モーニングスターの評価:
総資産: 3.31B

概要
プロフィール
過去のデータ
保有資産

CHTRX 概要

このページではInvesco Charter Fund Class Aの基本的な企業情報をご覧になれます。 CHTRX の主要な経営陣、総資産、投資戦略、連絡先情報など。

カテゴリー

Large Blend

総資産

3.31B

費用

1.03%

開始日

25168

連絡先

住所 11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States

電話 (800) 659-1005

ウェブ www.invesco.com/us

役員トップ

名前	タイトル	以来	まで
Magnus Krantz	Portfolio Manager	2022	now
伝記	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	now
伝記	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	now
伝記	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
伝記	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
伝記	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
伝記	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
伝記	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
伝記	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
伝記	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
伝記	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.

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さらに分類

1日1週1ヵ月６ヵ月1年5年最大

日経平均株価	38,595.50	+541.83	+1.42%
日経225先物 (F)	38,877.5	+445.0	+1.16%
韓国総合株価指数	2,576.89	-12.08	-0.47%
NYダウ	42,102.92	+308.32	+0.74%
独DAX	19,213.65	+49.20	+0.26%
S&P/ASX 200	8,131.80	-32.80	-0.40%
米ドル指数	103.544	-0.246	-0.24%

金	2,742.65	-3.55	-0.13%
原油 WTI	72.27	+0.80	+1.12%
銀	32.770	+0.161	+0.49%
米国綿花2番	69.78	-0.15	-0.21%
排出権	64.42	-0.80	-1.23%
米国シカゴコーン	417.90	+1.90	+0.46%
米国コーヒー	248.82	+2.87	+1.17%

ドル/円	151.91	-0.22	-0.14%
ドル/ウォン	1,379.20	+6.60	+0.48%
ユーロ/ドル	1.0907	+0.0030	+0.28%
ユーロ/円	165.69	+0.22	+0.13%
トルコリラ/円	4.4235	-0.0060	-0.14%
豪ドル/円	100.79	+0.60	+0.60%
ポンド/円	197.57	+0.44	+0.22%

大塚ホールディングス	9,412.0	+205.0	+2.23%
SoftBank Group Corp.	8,946.0	-18.0	-0.20%
トヨタ自動車	2,639.0	+23.5	+0.90%
三菱UFJフィナンシャル・グループ	1,623.0	+2.5	+0.15%
ブイ・テクノロジー	2,391.0	+18.0	+0.76%
東芝	4,590.0	0.0	0.00%
みずほフィナンシャルグループ	3,245.0	+35.0	+1.09%

閲覧履歴

	名前	価格	前日比	変動%
	Invesco Charter A	20.72	-0.04	-0.19%