| Fund Inception | 08/02/1999 |
| Name of Issuer | Invesco |
| Fund Advisor(s) | Invesco Advisers, Inc. |
| Sub-Advisor(s) | -- |
Fund Managers for OPMYX
Matthew Ziehl
Portfolio Manager since 05/19/2009
Matthew P. Ziehl, CFA. Mr. Ziehl has been associated with Invesco and/or its affiliates since 2019. Prior to 2019, he was a Vice President and senior portfolio manager of OppenheimerFunds, Inc. (“OFIâ€) since May 2009. Prior to joining OFI, 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 of America from December 2001 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC.
Raman Vardharaj
Portfolio Manager since 05/19/2009
Raman Vardharaj, CFA. Mr. Vardharaj has been associated with Invesco and/or its affiliates since 2019. Prior to 2019, he was a Vice President of OFI and a portfolio manager of OFI Global Institutional, Inc. since May 2009. Prior to joining OFI, Mr. Vardharaj was sector manager and 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.
Magnus Krantz
Portfolio Manager since 11/15/2012
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
Portfolio Manager since 11/15/2012
Joy Budzinski is a Director of Equity Research for the Invesco Main Street team. In this role, she is the sector specialist for the health care sector across all of the Main Street team’s strategies.
Ms. Budzinski joined Invesco when the firm combined with OppenheimerFunds in 2019. Before joining OppenheimerFunds in 2009, she was a health care sector manager at RS Investments and Guardian Life Insurance Company. She joined Guardian in 2006 and transitioned to RS Investments in connection with Guardian’s acquisition of RS. Prior to joining Guardian, she spent five years at the Bank of New York’s BNY asset management division, where she served as senior equity analyst covering health care stocks. Previously, Ms. Budzinski covered health care and consumer stocks and co-managed a fund at Allianz of America. Earlier in her career, she was an analyst and portfolio manager at J.P. Morgan Chase, following several sectors, including energy, telecommunications, conglomerates, and utilities.
Ms. Budzinski earned a BS degree in finance from Rider University and an MBA from Fairleigh Dickinson.
Adam Weiner
Portfolio Manager since 11/15/2012
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.
Belinda Cavazos
Portfolio Manager since 02/24/2020
Belinda Cavazos, CFA (lead manager), Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2020. Belinda was a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She was a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.
