Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Invesco V.I. Discovery Mid Cap Growth II
Release date as of 2024-11-30. 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 0.75%
12b-1 ---
Actual Fees
12b-1 0.25%
Management 0.69%
Expense Ratio 1.12%
(taken from annual report dated 2024-06-30)
Total Annual Operating Expense 1.12%
Waiver Data
Type Date %
--- --- --- ---
  Management
Inception Date: 2000-10-16
Mngr Name Ronald J. Zibelli
Mngr Start Date 2008-11-17
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 Justin J. Livengood
Mngr Start Date 2014-04-30
Biography
Mr. Livengood has been a Vice President of OppenheimerFunds since May 2006 and a Senior Portfolio Manager since January 2014. He was a Senior Research Analyst from May 2006 to January 2014, responsible for the health care, energy and financial services sectors for mid- and small-cap growth accounts. Before joining OppenheimerFunds in May 2006, Mr. Livengood was a vice president and fund analyst with Merrill Lynch Investment Managers. During his tenure at Merrill Lynch he also worked as an investment banking analyst in the Global Media Group and as an associate with Merrill Lynch Ventures.
Investment Advisor(s)
Invesco Advisers, Inc.
Web Site
www.oppenheimerfunds.com
Issuer
Invesco
Subadvisor(s)
---
Show Data Definitions

© Copyright 2024 Morningstar, Inc.
All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance.
Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.