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Invesco AMT-Free Municipal Income Fund Class A (OPTAX)
เพิ่ม/ลบจากพอร์ตลงทุน
เพิ่มเข้าสู่พอร์ตลงทุน
6.83
0.00
0%
26/12 - ข้อมูลล่าช้า. สกุลเงิน USD
- การให้คะแนนมอร์นิงสตาร์:
- สินทรัพย์รวม: 1.2B
Oppenheimer Rochester AMT-Free Munis A
6.83
0.00
0%
- ทั่วไป
- กราฟ
- ทางเทคนิค
- กระทู้สนทนา
- ภาพรวม
- ข้อมูลบริษัท
- ราคาย้อนหลัง
- สินทรัพย์ที่ถือครอง
ภาพรวม OPTAX
ในหน้าเพจนี้คุณจะได้พบกับประวัติเชิงลึกของ Invesco AMT-Free Municipal Income Fund Class A เรียนรู้เกี่ยวกับผู้บริหารที่สำคัญ สินทรัพย์ทั้งหมด กลยุทธ์การลงทุน และข้อมูลติดต่อของ OPTAX พร้อมทั้งข้อมูลอื่น ๆ
ข้อมูลติดต่อ
ที่อยู่
11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Houston,TX 77046
United States
โทรศัพท์
(800) 659-1005
เว็บไซต์
www.invesco.com/us
เจ้าหน้าที่อาวุโสระดับสูง
| ชื่อ | ชื่อเรื่อง | ตั้งแต่ | จนกว่า |
|---|---|---|---|
| Julius Williams | Portfolio Manager | 2019 | now |
| ประวัติส่วนตัว | Julius Williams is a Senior Portfolio Manager for Invesco municipal strategies. Mr. Williams entered the industry in 2000. Prior to joining Invesco, he was a portfolio manager and trader for municipal funds at Van Kampen. He joined Invesco in 2010 when the firm combined with Van Kampen. Mr. Williams earned a BA degree in economics and sociology, and a Master of Education degree in educational psychology from the University of Virginia. | ||
| Elizabeth S. Mossow | Associate Portfolio Manager | 2019 | now |
| ประวัติส่วนตัว | Mrs. Mossow has been a Senior Portfolio Manager of OppenheimerFunds, Inc since January 2017 and a Vice President of OppenheimerFunds, Inc since January 2016. She was a Portfolio Manager of OppenheimerFunds, Inc from January 2016 to January 2017. Mrs. Mossow has been an Assistant Vice President of Oppenheimer since January 2011 and an Associate Portfolio Manager of the firm since June 2013. She was a Portfolio Research Analyst of the Sub-Adviser from June 2011 to June 2013 and was a Credit Analyst of the Sub-Adviser from May 2007 to May 2011. She was a Risk Management Analyst at Manning & Napier Associates from September 2006 to May 2007 and was an Analyst/Trading Assistant at The Baupost Group from August 2000 to March 2006. Mrs. Mossow is a portfolio manager and a trader for the Fund and other Oppenheimer funds. | ||
| Tim O'Reilly | - | 2019 | now |
| ประวัติส่วนตัว | Mr. O'Reilly joined Invesco in 2010 when the firm combined with Van Kampen, where he served as a senior unit trust fixed income portfolio manager, with responsibilities that included fixed income trading, risk management and credit analysis. He has a diverse knowledge base, with trading experience in municipals, corporates and equities. He joined Van Kampen in 2001. Mr. O'Reilly earned a BS degree in finance from Eastern Illinois University and an MBA in finance from the University of Illinois at Chicago. He holds the Series 7, 63 and 79 registrations." | ||
| Joshua Cooney | Portfolio Manager | 2019 | now |
| ประวัติส่วนตัว | Joshua Cooney has been associated with Invesco and/or its affiliates since 1999. | ||
| Mark Paris | Senior Portfolio Manager | 2019 | now |
| ประวัติส่วนตัว | Mark Paris is Chief Investment Officer and Head of Municipal Strategies for Invesco Fixed Income. In this capacity, he is responsible for the oversight and implementationof all municipal bond strategies. Mr. Paris entered the financial industry in 1990 and joined Invesco in 2010 when the firm combined with Van Kampen investments. Prior to joining the firm, Mr. Paris was a trader and then a portfolio manager on the muncipal fixed income team at Morgan Stanley/Van Kampen, which he joing in 2002. He also was previously a trader and portfolio manager at Oppenheimer Funds, head underwriter at Chase Manhattan Bank, and a trader and underwriter at NatWest Bank. Mr. Paris earned a BBA in finance from Baruch College of the City University of New York. | ||
| Troy E. Willis | CIO (Chief Investment Officer) | 2003 | 2020 |
| ประวัติส่วนตัว | Troy E. Willis is the Chief Investment Officer, Municipal Bond Strategies and is jointly responsible for the day-to-day management of the Municipal Bond Strategies team. Mr. Willis joined the Adviser in September 2024, following the transfer of the Municipal Bond Strategies team from Principal Street Partners (“Principal Street”) to the Adviser. At Principal Street, Mr. Willis held the same title. Prior to joining Principal Street, Mr. Willis was the co-head of the OppenheimerFunds Rochester Municipal Bond Team. Mr. Willis received his Bachelor of Arts in International Studies from West Virginia University, a Juris Doctor with a focus on Corporate Law from West Virginia College of Law, and a Masters of Business Administration with a concentration in Finance and Economics from the William E. Simon Graduate School of Business Administration at the University of Rochester. Mr. Willis is a Chartered Financial Analyst® (CFA) charter holder, member of the National Federation of Municipal Analysts and the CFA Society of New York. | ||
| Elizabeth S. Mossow | Associate Portfolio Manager | 2013 | 2018 |
| ประวัติส่วนตัว | Mrs. Mossow has been a Senior Portfolio Manager of OppenheimerFunds, Inc since January 2017 and a Vice President of OppenheimerFunds, Inc since January 2016. She was a Portfolio Manager of OppenheimerFunds, Inc from January 2016 to January 2017. Mrs. Mossow has been an Assistant Vice President of Oppenheimer since January 2011 and an Associate Portfolio Manager of the firm since June 2013. She was a Portfolio Research Analyst of the Sub-Adviser from June 2011 to June 2013 and was a Credit Analyst of the Sub-Adviser from May 2007 to May 2011. She was a Risk Management Analyst at Manning & Napier Associates from September 2006 to May 2007 and was an Analyst/Trading Assistant at The Baupost Group from August 2000 to March 2006. Mrs. Mossow is a portfolio manager and a trader for the Fund and other Oppenheimer funds. | ||
| Charles S. Pulire | Senior Portfolio Manager | 2010 | 2018 |
| ประวัติส่วนตัว | Charlie S. Pulire is a Senior Portfolio Manager, Municipal Bond Strategies and is jointly responsible for the day-to-day management of the Municipal Bond Strategies team. Mr. Pulire joined the Adviser in September 2024, following the transfer of the Municipal Bond Strategies team from Principal Street Partners (“Principal Street”) to the Adviser. At Principal Street, Mr. Pulire held the same title. From 2006 to 2020, he was a senior portfolio manager on the municipal bond team at OppenheimerFunds and then Invesco. Prior to that, he worked at Wise Construction Corporation in Boston and served as a structural engineer on nuclear submarines for the U.S. Department of Defense in New Hampshire. Mr. Pulire has been in the municipal bond industry since 2005. Mr. Pulire earned a BS degree in civil engineering from the University of Maine and an MBA in finance and corporate accounting from the William E. Simon Graduate School of Business Administration at the University of Rochester. Mr. Pulire has held a Chartered Financial Analyst® (CFA) designation since 2012, and is a member of the CFA Institute and the CFA Society of Rochester. | ||
| Michael L. Camarella | Associate Portfolio Manager | 2008 | 2018 |
| ประวัติส่วนตัว | Mr. Camarella has been a Vice President and Senior Portfolio Manager of the OppenheimerFunds Inc since January 2011. He was an Assistant Vice President of OppenheimerFunds Inc from July 2009 to December 2010 and an Associate Portfolio Manager with OppenheimerFunds Inc from January 2008 to December 2010. Camarella has been a research analyst of OppenheimerFunds since February 2006. Camarella was a credit analyst of the manager from June 2003 to January 2006. Prior to joining the firm, he was employed as an investment banking analyst for Wachovia Securities in Charlotte, North Carolina. | ||
| Mark R. DeMitry | Vice President | 2006 | 2018 |
| ประวัติส่วนตัว | Mr. DeMitry has been a Vice President and Senior Portfolio Manager of OppenheimerFunds Inc since July 2009. He was an Associate Portfolio Manager with OppenheimerFunds Inc from September 2006 to June 2009. DeMitry has been an associate portfolio manager with OppenheimerFunds since September 2006 and has been a research analyst of OppenheimerFunds, Inc. since June 2003; a credit analyst of OppenheimerFunds, Inc. from July 2001 to May 2003; an associate regional sales representative of OppenheimerFunds, Inc. from December 2000 to June 2001. | ||
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