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Invesco Summit Fund Class P (SMMIX)
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07:00:00 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 3.04B
Invesco Summit P
30.51
+0.02
+0.07%
- Overview
- Profile
- Historical Data
- Holdings
SMMIX Overview
On this page you'll find an in-depth profile of Invesco Summit Fund Class P. Learn about the key management, total assets, investment strategy and contact information of SMMIX among other information.
Investment Strategy
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of issuers of all market capitalizations that are considered by the fund's portfolio managers to have potential for earnings or revenue growth. The principal type of equity securities in which it invests is common stock. The fund does not invest in companies whose primary business involves alcohol, tobacco or gambling. It may invest up to 25% of its net assets in foreign securities, including up to 10% of its net assets in emerging markets countries, i.e., those that are generally in the early stages of their industrial cycles. The fund is non-diversified.
Contact Information
Address
11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Houston,TX 77046
United States
Phone
(800) 659-1005
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ronald J. Zibelli | Senior Vice President | 2022 | 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. | ||
| Ido Cohen | Lead Portfolio Manager | 2013 | Now |
| 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. | ||
| Erik J. Voss | Portfolio Manager | 2012 | 2023 |
| Biography | Erik Voss, CFA, is a portfolio manager and has been associated with Invesco and/or its affiliates since 2010. Prior to joining Invesco, Mr. Voss was a portfolio manager with J&W Seligman Investments focusing on growth equity portfolios. As leader of the Seligman Growth team, he managed eight sector analysts and implemented a process he has developed over his career. Previously, Mr. Voss worked on teams at both Conseco Capital and Wells Capital Management, where at the latter he managed two large-cap growth portfolios. | ||
| Ryan A. Amerman | Portfolio Manager | 2008 | 2013 |
| Biography | Mr. Ryan Amerman serves as Portfolio Manager at Invesco. | ||
| Robert J. Lloyd | Senior Portfolio Manager | 2001 | 2011 |
| Biography | Lloyd is a senior portfolio manager with Invesco Aim which he has been responsible for the fund since 2001 and has been associated with the advisor and/or its affiliates since 2000. From 1997 to 2000, he was a trader with American Electric Power. He served eight years in the U.S. Navy as a Naval Flight Officer flying the S-3B Viking. He holds the Chartered Financial Analyst designation. | ||
| Bret W. Stanley | Senior Portfolio Manager | 1999 | 2005 |
| Biography | Stanley is a senior portfolio manager with AIM Capital Management, his employer since 1998. Prior to joining the firm, he was vice president and portfolio manager with Van Kampen American Capital, involved with the management of growth and income, equity income and value portfolios. He began his investment career in 1988. Stanley holds the Chartered Financial Analyst designation. | ||
| Kenneth Zschappel | Investment Officer | 2002 | 2005 |
| Biography | Zschappel is senior vice president and senior portfolio manager of AIM Capital Management, his employer since 1990. In 1992, he became a portfolio analyst for equity securities, specializing in technology and health care. He was elected investment officer in 1995. | ||
| David P. Barnard | Vice President | 1995 | 2002 |
| Biography | Barnard is vice president and senior portfolio manager of AIM Capital Management. He has been associated with AIM and/or its subsidiaries since 1982. Prior to joining the company, he was a vice president and senior investment officer at Security Bank of Battle Creek in Battle Creek, Michigan and an investment manager at Huntington Investment. He has been an investment professional since 1974. | ||
| Kenneth Zschappel | Investment Officer | 1999 | 2000 |
| Biography | Zschappel is senior vice president and senior portfolio manager of AIM Capital Management, his employer since 1990. In 1992, he became a portfolio analyst for equity securities, specializing in technology and health care. He was elected investment officer in 1995. | ||
| Charles D. Scavone | Vice President | 1999 | 2000 |
| Biography | Mr. Scavone is the Director of Investments and an Investment Adviser Representative of Oak Harvest and has been with the firm since January 2023. Mr. Scavone has over 30 years of experience in the investment management industry across multiple asset classes, serving various investor bases. He has worked for some of the largest money management firms in the world, including Invesco, Van Kampen and JP Morgan Chase. Immediately before joining Oak Harvest, from March 2022 to January 2023, Mr. Scavone served as a Senior Manager for PWC Intelligence. From July 2013 to March 2022, Mr. Scavone served as the Portfolio Manager and Chief Investment Officer of Scavone Family Office. From November 1988 to December 1991, he managed the Fixed Income Research Department for JP Morgan Chase Bank in Houston, supporting Corporate Bond, Municipal Bond, and Money Market Funds. Earlier in his career, Charles spent 8 years, 9 months with AIM Funds Management, where he co-managed the AIM (now Invesco) Constellation Fund and also developed and managed the long/short AIM Special Opportunities family of funds, He also spent two plus years at Van Kampen Asset Management where he co-managed the Van Kampen American Capital Emerging Growth Fund.Mr. Scavone is the Director of Investments and an Investment Adviser Representative of Oak Harvest and has been with the firm since January 2023. Mr. Scavone has over 30 years of experience in the investment management industry across multiple asset classes, serving various investor bases. He has worked for some of the largest money management firms in the world, including Invesco, Van Kampen and JP Morgan Chase. Immediately before joining Oak Harvest, from March 2022 to January 2023, Mr. Scavone served as a Senior Manager for PWC Intelligence. From July 2013 to March 2022, Mr. Scavone served as the Portfolio Manager and Chief Investment Officer of Scavone Family Office. From November 1988 to December 1991, he managed the Fixed Income Research Department for JP Morgan Chase Bank in Houston, supporting Corporate Bond, Municipal Bond, and Money Market Funds. Earlier in his career, Charles spent 8 years, 9 months with AIM Funds Management, where he co-managed the AIM (now Invesco) Constellation Fund and also developed and managed the long/short AIM Special Opportunities family of funds, He also spent two plus years at Van Kampen Asset Management where he co-managed the Van Kampen American Capital Emerging Growth Fund.Mr. Scavone is the Director of Investments and an Investment Adviser Representative of Oak Harvest and has been with the firm since January 2023. Mr. Scavone has over 30 years of experience in the investment management industry across multiple asset classes, serving various investor bases. He has worked for some of the largest money management firms in the world, including Invesco, Van Kampen and JP Morgan Chase. Immediately before joining Oak Harvest, from March 2022 to January 2023, Mr. Scavone served as a Senior Manager for | ||
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