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Invesco California Tax-Free Income Fund Class Y (0P00002U2R)
Προσθήκη/Αφαίρεση από το χαρτοφυλάκιο
Προσθήκη στο Χαρτοφυλάκιο
11,810
+0,030
+0,25%
15/05 - Με καθυστέρηση. Νόμισμα USD
- Βαθμολογία Morningstar:
- Σύνολο Ενεργητικού: 42,92M
Invesco California Tax-Free Income Fund Class Y
11,810
+0,030
+0,25%
Επισκόπηση 0P00002U2R
Σε αυτή τη σελίδα θα βρεις ένα εις βάθος προφίλ για το Invesco California Tax-Free Income Fund Class Y. Μάθε μεταξύ άλλων για τα βασικά διοικητικά στελέχη, το σύνολο του ενεργητικού, τη στρατηγική για τις επενδύσεις και τα στοιχεία επικοινωνίας για το 0P00002U2R.
Κατηγορία
Σύνολο Ενεργητικού
42,92M
Δείκτης Εξόδων
0,77%
Ημερομηνία Έναρξης
28.07.1997
Πληροφορίες Συνδέσμου
Διεύθυνση
11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Houston,TX 77046
United States
Τηλέφωνο
(800) 659-1005
Διαδίκτυο
www.invesco.com/us
Διοικητικά Στελέχη
| Όνομα | Τίτλος | Από | Μέχρι |
|---|---|---|---|
| John Schorle | Portfolio Manager | 2018 | now |
| Βιογραφία | John Schorle, Portfolio Manager, who has been responsible for the Fund since 2018 and has been associated with Invesco and/or its affiliates since 2010. | ||
| John Connelly | - | 2016 | now |
| Βιογραφία | John Connelly, has been associated with Invesco and/or its affiliates since 2016. From 1994 to 2015, he was employed by Raymond James & Associates, where he served as Senior Vice President of Municipal High Yield Trading from 2012 to 2015. Prior to 2012, he served as Director of the Municipal High Yield Trading Group. | ||
| Tim O’Reilly | Portfolio Manager | 2016 | now |
| Βιογραφία | Tim O'Reilly is a Portfolio Manager for Invesco Municipal Strategies. 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. | ||
| Mark Paris | Senior Portfolio Manager | 2015 | now |
| Βιογραφία | Mark Paris serves as Senior Portfolio Manager and Head of Portfolio Management and Trading for Invesco Municipal Bond Team. Mr. Paris entered the industry in 1990 and joined Invesco in 2010. Prior to joining the firm, Mr. Paris was a trader and then a portfolio manager on the Municipal Fixed Income team at Morgan Stanley, which he joined in 2002. He also was previously a trader/portfolio manager at Oppenheimer Funds, head underwriter at Chase Manhattan Bank and a trader/underwriter at NatWest Bank. Mr. Paris earned a BBA degree in finance from Baruch College – The City University of New York (CUNY). He holds the Series 7, 24, 79, 53 and 63 registrations. | ||
| James D. Phillips | Senior Portfolio Manager | 2015 | now |
| Βιογραφία | James Phillips is a Senior Portfolio Manager for Invesco municipal strategies. Mr. Phillips joined Invesco in 2010, when the firm combined with Van Kampen. At Van Kampen, which he joined in 1991, he was a portfolio manager for municipal strategies. He also served as a credit analyst and has specialized in researching nonrated municipal bonds across all sectors. Previously, he was at the Federal Deposit Insurance Corporation, where he managed a portfolio of distressed bank assets. He started in the municipal bond market at Underwood, Neuhaus & Co. in Houston, structuring municipal bond issues in the health care, senior living and special tax sectors. He entered the industry in 1985. Mr. Phillips earned a BA degree in American literature from Empire State College, the independent study division of the State University of New York, and an MBA in finance from the State University of New York at Albany. | ||
| Julius Williams | Portfolio Manager | 2011 | now |
| Βιογραφία | 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. | ||
| Robert J. Stryker | Senior Portfolio Manager | 2009 | 2018 |
| Βιογραφία | Robert Stryker is a Senior Portfolio Manager for Invesco municipal strategies. Previously, Mr. Stryker was with Van Kampen, serving as a portfolio manager on the Municipal Fixed Income team, a fixed income trader, a portfolio analyst and a fixed income credit analyst. He entered the industry when he joined Van Kampen in 1994, and joined Invesco in 2010 when the firm combined with Van Kampen. Mr. Stryker earned a BS degree in finance from the University of Illinois, Chicago. He is a CFA charterholder. | ||
| William Black | Managing Director | 2015 | 2015 |
| Βιογραφία | William Black is a Managing Director and Senior Portfolio Manager of City National Rochdale, LLC. Mr. Black has over 30 years of experience in the financial services industry. Prior to that, from 1998 to 2008, he was a municipal bond analyst specializing in high yield securities at Van Kampen Investments and Invesco (after it acquired Van Kampen). Mr. Black earned his BS from Washington University in St. Louis and an MBA from the Kellogg Graduate School of Management at Northwestern University. He holds the Chartered Financial Analyst designation. | ||
| Thomas M. Byron | Senior Portfolio Manager | 2009 | 2015 |
| Βιογραφία | Tom is a senior portfolio manager on the BMO Tax-Exempt Fixed Income Team. Before joining BMO Global Asset Management in 2015, Tom was a senior portfolio manager at Invesco. He began his career in the investment industry as a unit trust administrator for Invesco in 1981. Tom holds an M.B.A. in finance from DePaul University and a B.S. in finance from Marquette University. | ||
| Robert W. Wimmel | Head | 2009 | 2015 |
| Βιογραφία | Rob is the head of Tax-Exempt Fixed Income at BMO Global Asset Management. Rob began his career in the investment industry in 1992 and joined BMO Global Asset Management in 2015. Previously, Rob was head of investment-grade municipals at Invesco from 1996 to 2015. Rob holds an M.A. in economics from the University of Illinois at Chicago and a B.A. in anthropology cum laude from the University of Cincinnati. | ||
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