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Invesco Limited Term Municipal Income Fund Class A (ATFAX)

Fundos dos EUA

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11,03 +0,01 +0,09%

29/11 - Fechado. Moeda em USD

Classificação da Morningstar:
Total de ativos: 1,12B

Tipo: Fundo

Mercado: EUA

Emissor: Invesco

Classe de Ativo: Ações

ATFAX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Invesco Limited Term Municipal Income Fund Class A. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de ATFAX, entre outras informações.

Categoria

Muni National Short

Total de ativos

1,12B

Despesas

0,59%

Data de início

37560

Informações de Contato

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

Telefone (800) 659-1005

Site www.invesco.com/us

Principais Executivos

Nome	Título	Desde	Até
Michael Magee	Portfolio Manager	2021	Agora
Biografia	Michael Magee, Portfolio Manager, who has been responsible for the Fund since 2021 and has been associated with Invesco and/or its affiliates since 2010.
Joshua Cooney	Portfolio Manager	2020	Agora
Biografia	Joshua Cooney has been associated with Invesco and/or its affiliates since 1999.
Rebecca Setcavage	Portfolio Manager	2020	Agora
Biografia	Rebecca Setcavage, Portfolio Manager, has been associated with Invesco and/or its affiliates since 2019. Prior to that, Ms. Setcavage was associated with OppenheimerFunds, a global asset management firm, since 2017. From 2004 to 2017, she was employed by T. Rowe Price where she last served as a Portfolio Investment Analyst.
John Schorle	Portfolio Manager	2018	Agora
Biografia	John Schorle, Portfolio Manager, who has been responsible for the Fund since 2018 and has been associated with Invesco and/or its affiliates since 2010.
Tim O’Reilly	Portfolio Manager	2016	Agora
Biografia	Tim O'Reilly is a Portfolio Manager for Invesco Municipal Strategies. Mr. O'Reilly joined Invesco in 2010 when the firm combined with Van Kampen, where he served as a senior unit trust fixed income portfolio manager, with responsibilities that included fixed income trading, risk management and credit analysis. He has a diverse knowledge base, with trading experience in municipals, corporates and equities. He joined Van Kampen in 2001. Mr. O'Reilly earned a BS degree in finance from Eastern Illinois University and an MBA in finance from the University of Illinois at Chicago. He holds the Series 7, 63 and 79 registrations.
Jack Connelly	-	2016	Agora
Biografia	John “Jack” Connelly, Portfolio Manager, who has been responsible for the Fund since 2016 and has been associated with Invesco and/or its affiliates since 2016.
Mark Paris	Senior Portfolio Manager	2015	Agora
Biografia	Mark Paris is Chief Investment Officer and Head of Municipal Strategies for Invesco Fixed Income. In this capacity, he is responsible for the oversight and implementationof all municipal bond strategies. Mr. Paris entered the financial industry in 1990 and joined Invesco in 2010 when the firm combined with Van Kampen investments. Prior to joining the firm, Mr. Paris was a trader and then a portfolio manager on the muncipal fixed income team at Morgan Stanley/Van Kampen, which he joing in 2002. He also was previously a trader and portfolio manager at Oppenheimer Funds, head underwriter at Chase Manhattan Bank, and a trader and underwriter at NatWest Bank. Mr. Paris earned a BBA in finance from Baruch College of the City University of New York.
Julius Williams	Portfolio Manager	2015	Agora
Biografia	Julius Williams is a Senior Portfolio Manager for Invesco municipal strategies. Mr. Williams entered the industry in 2000. Prior to joining Invesco, he was a portfolio manager and trader for municipal funds at Van Kampen. He joined Invesco in 2010 when the firm combined with Van Kampen. Mr. Williams earned a BA degree in economics and sociology, and a Master of Education degree in educational psychology from the University of Virginia.
James D. Phillips	Senior Portfolio Manager	2015	2023
Biografia	James Phillips is a Senior Portfolio Manager for Invesco municipal strategies. Mr. Phillips joined Invesco in 2010, when the firm combined with Van Kampen. At Van Kampen, which he joined in 1991, he was a portfolio manager for municipal strategies. He also served as a credit analyst and has specialized in researching nonrated municipal bonds across all sectors. Previously, he was at the Federal Deposit Insurance Corporation, where he managed a portfolio of distressed bank assets. He started in the municipal bond market at Underwood, Neuhaus & Co. in Houston, structuring municipal bond issues in the health care, senior living and special tax sectors. He entered the industry in 1985. Mr. Phillips earned a BA degree in American literature from Empire State College, the independent study division of the State University of New York, and an MBA in finance from the State University of New York at Albany.
Charles S. Pulire	Senior Portfolio Manager	2020	2021
Biografia	Charlie S. Pulire is a Senior Portfolio Manager, Municipal Bond Strategies and is jointly responsible for the day-to-day management of the Municipal Bond Strategies team. Mr. Pulire joined the Adviser in September 2024, following the transfer of the Municipal Bond Strategies team from Principal Street Partners (“Principal Street”) to the Adviser. At Principal Street, Mr. Pulire held the same title. From 2006 to 2020, he was a senior portfolio manager on the municipal bond team at OppenheimerFunds and then Invesco. Prior to that, he worked at Wise Construction Corporation in Boston and served as a structural engineer on nuclear submarines for the U.S. Department of Defense in New Hampshire. Mr. Pulire has been in the municipal bond industry since 2005. Mr. Pulire earned a BS degree in civil engineering from the University of Maine and an MBA in finance and corporate accounting from the William E. Simon Graduate School of Business Administration at the University of Rochester. Mr. Pulire has held a Chartered Financial Analyst® (CFA) designation since 2012, and is a member of the CFA Institute and the CFA Society of Rochester.

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Cotações Recentes

	Nome	Preço	Variação	Var. %
	Invesco Limited T.	11,03	+0,01	+0,09%