Invesco Capital Appreciation Fund Class A (OPTFX)

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

86.44 +0.17 +0.20%

22/11 - 終了. USD 通貨

タイプ: 投資信託

市場: アメリカ

発行者: OppenheimerFunds

資産クラス: 株式

モーニングスターの評価:
総資産: 5.29B

概要
プロフィール
過去のデータ
保有資産

OPTFX 概要

このページではInvesco Capital Appreciation Fund Class Aの基本的な企業情報をご覧になれます。 OPTFX 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 Growth

総資産

5.29B

費用

0.94%

開始日

29608

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
Ash B. Shah	Portfolio Manager	2020	now
伝記	Ash Shah, CFA, Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2019. He was a Senior Portfolio Manager of OppenheimerFunds since January 2014 and a Vice President since February 2006. Mr. Shah was a Senior Research Analyst from February 2006 to January 2014. Prior to joining the OppenheimerFunds, Mr. Shah was a Vice President and Senior Analyst with Merrill Lynch Investment Managers. Prior to that, he was a Vice President and Senior Analyst with BlackRock Financial Management.
Ronald J. Zibelli	Senior Vice President	2020	now
伝記	Mr. Zibelli has been a Senior Vice President of OppenheimerFunds, Inc since January 2014 and a Senior Portfolio Manager since May 2006. He was a Vice President of OppenheimerFunds from May 2006 to January 2014. Prior to joining OppenheimerFunds, he spent six years at Merrill Lynch Investment Managers, during which time he was a Managing Director and Small Cap Growth Team Leader. Prior to joining Merrill Lynch Investment Managers, Mr. Zibelli spent 12 years with Chase Manhattan Bank, including two years as Senior Portfolio Manager at Chase Asset Management.
Ido Cohen	Lead Portfolio Manager	2019	2020
伝記	Ido Cohen is a portfolio manger for Invesco large-cap growth equity strategies and is lead manager for Invesco leisure products. He has been associated with Invesco and/or its affiliates since 2010. Prior to joining Invesco, he was a vice president at J&W Seligman Investments from 2007 to 2010, where he worked as a senior analyst focusing on information technology, media and telecommunications equities. Mr. Cohen began his investment career in 1997 as a high yield research analyst with Banker’s Trust focusing on the telecommunications industry. In 1999 he joined Credit Suisse’s U.S. equities telecommunications research team; he went on to become a senior analyst and co-head of the team in 2004. In 2006, Mr. Cohen joined a technology, media and telecommunications focused investment team at Diamondback Capital, and then in 2007 he joined J&W Seligman’s growth team. Mr. Cohen is a cum laude graduate of The Wharton School of the University of Pennsylvania with a Bachelor of Science degree in economics.
Erik J. Voss	Portfolio Manager	2019	2020
伝記	Erik Voss, CFA, is a portfolio manager and has been associated with Invesco and/or its affiliates since 2010. Prior to joining Invesco, Mr. Voss was a portfolio manager with J&W Seligman Investments focusing on growth equity portfolios. As leader of the Seligman Growth team, he managed eight sector analysts and implemented a process he has developed over his career. Previously, Mr. Voss worked on teams at both Conseco Capital and Wells Capital Management, where at the latter he managed two large-cap growth portfolios.
Paul Larson	Portfolio Manager	2016	2019
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.
Michael S. Kotlarz	Managing Director	2012	2016
伝記	Mr. Kotlarz has been a Vice President and Portfolio Manager of Oppenheimer. Prior to joining the Oppenheimer as a Vice President and Senior Research Analyst in March 2008, he was a Managing Director of Equity Research at Ark Asset Management from March 2000 to March 2008. Mr. Kotlarz is a portfolio manager and officer of other portfolios in the OppenheimerFunds complex.
Julie M. Van Cleave	Director	2010	2013
伝記	Van Cleave is the director of Deutsche Asset Management. Prior to joining Deutsche, she worked at Mason Street Advisors as managing director and team leader for the large cap investment team. Van Cleave holds the Chartered Financial Analyst designation.
Marc L. Baylin	Vice President	2005	2010
伝記	Baylin has been a vice president of the OppenheimerFunds and a member of the Manager's Growth Equity Investment Team since September 2005. He was managing director and lead portfolio manager at JP Morgan Fleming Investment Management from June 2002 to August 2005 and was a vice president of T. Rowe Price, where he was an investment analyst from June 1993 and a portfolio manager from March 1999 to June 2002. Marc received a B.A., with honors, in Finance from The University of Texas and an M.B.A. in Management from the J.L. Kellogg Graduate School of Management at Northwestern University. He holds the Chartered Financial Analyst designation.
William L. Wilby	Senior Vice President	2005	2007
伝記	Wilby is senior vice president, senior investment officer, and portfolio manager with OppenheimerFunds, his employer since 1991. Previously, he was an international investment strategist at Brown Brothers Harriman & Co. and managing director and portfolio manager at AIG Global Investors. He has also served as an international financial economist both at Northern Trust Bank and at the Federal Reserve Bank of Chicago. Wilby holds the Chartered Financial Analyst designation.
Jane C. Putnam	Vice President, Portfolio Manager	1995	2005
伝記	Putnam is a vice president and portfolio manager with OppenheimerFunds, her employer since May 1994. She had previously worked with Chemical Bank since 1989 as a research analyst and portfolio manager. Putnam holds a Chartered Financial Analyst designation and a member of the New York Society of Securities Analysts.

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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

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日経225先物 (F)	38,585.0	+362.5	+0.95%
韓国総合株価指数	2,501.24	+20.61	+0.83%
NYダウ	44,296.51	+426.16	+0.97%
独DAX	19,322.59	+176.42	+0.92%
S&P/ASX 200	8,393.80	+70.80	+0.85%
米ドル指数	107.51	+0.58	+0.54%

金	2,712.20	+37.30	+1.39%
原油 WTI	70.77	+1.00	+1.43%
銀	31.338	+0.395	+1.29%
米国綿花2番	70.77	+0.34	+0.48%
排出権	69.27	-0.72	-1.03%
米国シカゴコーン	426.00	-1.00	-0.23%
米国コーヒー	305.25	+9.55	+3.23%

ドル/円	154.74	+0.23	+0.15%
ドル/ウォン	1,402.40	+3.25	+0.23%
ユーロ/ドル	1.0417	-0.0056	-0.95%
ユーロ/円	161.24	-0.64	-0.40%
トルコリラ/円	4.4751	-0.0034	0.00%
豪ドル/円	100.60	-0.04	-0.04%
ポンド/円	193.86	-0.70	-0.36%

大塚ホールディングス	8,910.0	-42.0	-0.47%
SoftBank Group Corp.	8,586.0	+36.0	+0.42%
トヨタ自動車	2,664.5	-10.0	-0.37%
三菱UFJフィナンシャル・グループ	1,825.0	+19.0	+1.05%
ブイ・テクノロジー	2,319.0	-9.0	-0.39%
日立製作所	3,821.0	+71.0	+1.89%
みずほフィナンシャルグループ	3,835.0	-13.0	-0.34%

閲覧履歴

	名前	価格	前日比	変動%
	Oppenheimer Capit.	86.44	+0.17	+0.20%