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Invesco Discovery Fund Class R6 (ODIIX)

US Funds

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128.75 +0.17 +0.13%

06/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.55B

Type: Fund

Market: United States

Issuer: OppenheimerFunds

Asset Class: Equity

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ODIIX Overview

On this page you'll find an in-depth profile of Invesco Discovery Fund Class R6. Learn about the key management, total assets, investment strategy and contact information of ODIIX among other information.

Investment Strategy

The investment seeks capital appreciation. The fund mainly invests in common stocks of U.S. companies that the portfolio managers believe have favorable growth prospects. It emphasizes stocks of small-capitalization companies. The fund managers consider a small-capitalization company to be one that has a market capitalization, at the time of purchase, within the range of market capitalizations of the Russell 2000 Growth Index. A company's "market capitalization" is the value of its outstanding common stock.

Contact Information

Address 11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States

Phone (800) 659-1005

Web www.invesco.com/us

Top Executives

Name	Title	Since	Until
Ash B. Shah	Portfolio Manager	2014	Now
Biography	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	2006	Now
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.
Robert Corbett	Vice President	2006	2006
Biography	Corbett has been a vice president of OppenheimerFunds, Inc. since January 2005. He was an assistant vice president and senior research analyst II with the firm from October 2000 through January 2005.
John J. O'Hare	Vice President	2003	2006
Biography	O'Hare has been a vice president of Oppenheimer since September 2003. Prior to joining the firm, he was an executive vice president and portfolio manager at Geneva Capital Management, Ltd. from June 2000 to August 2003. O’Hare holds the Chartered Financial Analyst designation.
Laura Granger	Vice President, Senior Client Portfolio Manager	2003	2006
Biography	Laura E. Granger, CFA - Equity Institutional Portfolio Manager - Investment Officer - As an Equity Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning. - Joined MFS in 2022 - Previous experience includes 8 years as Vice President, Senior Client Portfolio Manager at American Century Investments; 17 years as Portfolio Manager and Analyst at multiple investment firms including Credit Suisse, Oppenheimer, General Motors Investment Management and others. - Affiliations include CFA Charterholder - Cornell University, B.S.
Jayne Stevlingson	-	1999	2003
Biography	Stevlingson is a portfolio manager of the company.
Alan C. Gilston	Vice President	1997	1999
Biography	Mr. Gilston has been a member of the Funds’ portfolio management team since February 2009 and a Vice President of the Funds since March 2009. Gilston is currently vice president and portfolio manager with OppenheimerFunds, his employer since 1997. Prior to Oppenheimer, he was a portfolio manager with Schroder Capital Management International from 1987 to 1997 and a technology analyst there from 1984 to 1987. Prior to his work at Schroder, he was a technology analyst at Dreyfus Corporation from 1981 to 1984.
Jay W. Tracey	executive Vice President, CIO, Portfolio Manager	1994	1999
Biography	Tracey is executive vice president, chief investment officer and portfolio manager with Berger, his employer since June 2000. Previously, he was vice president and portfolio manager with OppenheimerFunds. He also served as a managing director with serve as a managing director with Buckingham Capital Management Corporation.
Paul LaRocco	Vice President, Portfolio Manager	1993	1995
Biography	LaRocco is vice president and portfolio manager with Berger. Prior to joining Berger in January 2001, he was principal and portfolio manager with Montgomery Asset Management, his employer since January 2000. Previously, he was vice president and portfolio manager with Founders Asset Management. Prior to that, he served as an assistant vice president with Oppenheimer Management Corporation from 1993 to 1998. He also worked as a securities analyst with Columbus Circle Investors.
Donna D. Calder	Portfolio Manager	1986	1991
Biography	Calder is currently a portfolio manager with SunAmerica Asset Management, her employer since 1998. Prior to joining the firm, she was with Oppenheimer Management for 10 years. She also was a portfolio manager with E.F. Hutton & Company from 1979 to 1981.

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