Morningstar® Investment Profile™   Morningstar®
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Invesco VI American Franchise I
Release date as of 2024-05-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-04-26  
Maximum Fees
Administrative 0.15%
Management 0.70%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.67%
Expense Ratio 0.86%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.86%
Waiver Data
Type Date %
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  Management
Inception Date: 1995-07-03
Mngr Name Ronald J. Zibelli
Mngr Start Date 2022-11-28
Biography
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.
Mngr Name Ido Cohen
Mngr Start Date 2010-06-28
Biography
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.
Investment Advisor(s)
Invesco Advisers, Inc.
Web Site
www.invesco.com/us
Issuer
Invesco
Subadvisor(s)
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