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Invesco Endeavor Fund Class A (ATDAX)

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Invesco Endeavor A historical data, for real-time data please try another search
16.81 +0.20    +1.20%
23/04 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 88.35M
Invesco Endeavor A 16.81 +0.20 +1.20%

ATDAX Overview

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

Mid-Cap Blend

Total Assets

88.35M

Expenses

1.40%

Inception Date

37929

Contact Information

Address 11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Phone (800) 659-1005

Top Executives

Name Title Since Until
Belinda Cavazos - 2020 Now
Biography Belinda is 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 is 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.
Raymond Anello Portfolio Manager 2020 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.
Mark Uptigrove Portfolio Manager (lead) 2008 2020
Biography Mark Uptigrove is lead portfolio manager for Invesco Canada Ltd. Mr. Uptigrove joined Invesco in 2005 as an investment analyst and was promoted to portfolio manager in 2008. He began his career in 1998 as an equity research associate for CIBC World Markets. Mr. Uptigrove subsequently joined Goldman Sachs International in London and most recently worked as an equity analyst for Morningstar. He entered the industry in 1998. Mr. Uptigrove earned a BA degree from the University of Western Ontario and an MBA from the Richard Ivey School of Business. He is a CFA charterholder.
Clayton Zacharias Portfolio Manager 2007 2020
Biography Clayton is a vice president and portfolio manager for Trimark Investments at Invesco. Clayton began his career in the financial services industry in 1994 at PricewaterhouseCoopers, where he worked in progressively senior roles as a senior associate, manager and vice president in the corporate finance and investment banking group. He joined the company in 2002 as an investment analyst and became a portfolio manager in 2006. He earned a BBA from Simon Fraser University, and he holds both the Chartered Financial Analyst and Chartered Accountant designations.
Geoff MacDonald founding Partner, Co-CEO, Portfolio Manager 2003 2007
Biography Geoff MacDonald is a founding partner, CIO and co-CEO of EdgePoint Investment Group Inc., and CIO of EdgePoint Investment Management Inc. He is Director of EdgePoint Wealth Management. Prior to founding EdgePoint, Geoff was Vice President and Portfolio Manager at Invesco Ltd. (formerly Trimark Investment Management). He joined the company in 1998 as a vice president and portfolio manager. Geoff earned his BBA from Bishop’s University and his MBA from the University of Windsor. He is a CFA charterholder.
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