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Invesco Main Street Small Cap Fund Class R6 (OSSIX)
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Oppenheimer Main Street Small Cap I
21.89
+0.18
+0.83%
- Overview
- Profile
- Historical Data
- Holdings
OSSIX Overview
On this page you'll find an in-depth profile of Invesco Main Street Small Cap Fund Class R6. Learn about the key management, total assets, investment strategy and contact information of OSSIX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in securities of "small-cap" companies. The fund's manager considers a small-cap company to be one that has a market capitalization in the range of market capitalizations of the largest and smallest capitalized companies included in the Russell 2000® Index. The fund primarily invests in common stock but may also invest in other types of securities that are consistent with its investment objective.
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 |
|---|---|---|---|
| Magnus Krantz | Portfolio Manager | 2013 | Now |
| Biography | Magnus Krantz, Portfolio Manager, who has been responsible for the Fund since 2022 and has been associated with Invesco and/or its affiliates since 2019. From 2009 to 2019, Mr. Krantz was associated with Oppenheimer Funds, a global asset management firm. | ||
| Joy Budzinski | Vice President | 2013 | Now |
| Biography | Budzinski has been a Vice President of the Sub-Adviser since May 2009 and a portfolio manager of the Sub-Adviser since November 2012. She has served as sector manager for healthcare for the Sub-Adviser’s Main Street Investment Team since May 2009. Prior to joining the Sub-Adviser, Ms. Budzinski was a healthcare sector manager at RS Investments and Guardian Life Insurance Company. Ms. Budzinski joined Guardian Life Insurance Company in August 2006 and transitioned to RS Investments in October 2006 in connection with Guardian Life Insurance Company’s acquisition of an interest in RS Investments. | ||
| Raman Vardharaj | Vice President | 2013 | Now |
| Biography | Mr. Vardharaj has been a Vice President and portfolio manager of the Sub-Adviser since May 2009. Prior to joining the Sub-Adviser, Mr. Vardharaj was a senior quantitative analyst creating stock selection models, monitoring portfolio risks and analyzing portfolio performance across the RS Core Equity Team of RS Investment Management Co. LLC from October 2006 to May 2009. He served as quantitative analyst at The Guardian Life Insurance Company of America from 1998 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. Mr. Vardharaj is a portfolio m | ||
| Adam Weiner | Portfolio Manager | 2013 | Now |
| Biography | Mr. Weiner has been a Vice President of the Sub-Adviser since May 2009 and a portfolio manager of the Sub-Adviser since November 2012. He has served as sector manager for industrials and materials for the Sub-Adviser’s Main Street Investment Team since May 2009. Prior to joining the Sub-Adviser, Mr. Weiner was a sector manager at RS Investments for industrials and materials. Prior to joining RS Investments in January 2007, Mr. Weiner was a Director and senior equity analyst at Credit Suisse Asset Management (CSAM). Mr. Weiner served as an equity analyst at Credit Suisse First Boston from 2004 to 2006 (buy-side) and 1999 to 2004 (sell-side) and Morgan Stanley from 1996 to 1999. Mr. Weiner also served as an internal auditor at Dun and Bradstreet from 1992 to 1996 and as a budget analyst, Information Resources Division of the Executive Office of the President from 1990 to 1992. Mr. Weiner is a portfolio manager of other portfolios in the OppenheimerFunds complex.Mr. Weiner holds an M.B.A. from New York University and a B.A. in finance from George Washington University. | ||
| Matthew P. Ziehl | Vice President | 2013 | Now |
| Biography | Mr. Ziehl has been a Vice President and senior portfolio manager of OppenheimerFunds, Inc. since May 2009. Prior to joining OppenheimerFunds, Inc., Mr. Ziehl was a portfolio manager with RS Investment Management Co. LLC from October 2006 to May 2009 and served as a managing director at The Guardian Life Insurance Company from December 2001 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. Mr. Ziehl served as a portfolio manager and team leader at Salomon Brothers Asset Management, Inc. from January 2001 to December 2001. Mr. Ziehl has a B.A. | ||
| Kristin Ketner Pak | Vice President | 2013 | 2022 |
| Biography | Ms. Ketner has been a Vice President of the OppenheimerFunds Inc since June 2009 and portfolio manager of the OppenheimerFunds Inc since November 2012. She has served as sector manager for consumer discretionary and consumer staples for the OppenheimerFunds Inc's Main Street Investment Team since May 2009. Prior to joining the Sub-Adviser, Ms. Ketner was a sector manager at RS Investments and Guardian Life Insurance Company. Ms. Ketner joined Guardian Life Insurance Company in February 2006 and transitioned to RS Investments in October 2006 in connection with Guardian Life Insurance Company’s acquisition of an interest in RS Investments. Ms. Ketner served as portfolio manager at Solstice Equity Management from 2002 to 2005 and as a retail analyst at Goldman Sachs from 1999 to 2001. Ms. Ketner also served as a Director of Strategy and Integration at Staples from 1997 to 1999 and as an investment banker at Merrill Lynch from 1987 to 1992 and 1995 to 1997 and at Montgomery Securities from 1994 to 1995. Ms. Ketner is a portfolio manager of other portfolios in the OppenheimerFunds complex. | ||
| Raymond Anello | Portfolio Manager | 2013 | 2021 |
| Biography | Mr. Anello has been a Vice President of the OppenheimerFunds Inc since May 2009 and a portfolio manager of OppenheimerFunds since April 2011. He has served as sector manager for energy and utilities for OppenheimerFunds's Main Street Investment Team since May 2009. Prior to joining OppenheimerFunds, Mr. Anello was portfolio manager of the RS All Cap Dividend product from its inception in July 2007 through April 2009 and served as a sector manager for energy and utilities for various other RS Investments products. Mr. Anello joined Guardian Life Insurance Company in October 1999 and transitioned to RS Investments in October 2006 in connection with Guardian Life Insurance Company’s acquisition of an interest in RS Investments. Mr. Anello served as an equity portfolio manager/analyst and high yield analyst at Orion Capital from 1995 to 1998 and an assistant portfolio manager at the Garrison Bradford portfolio management firm from 1988 to 1995. Mr. Anello is a portfolio manager of other portfolios in the OppenheimerFunds complex. | ||
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