Ronald Zibelli Jr: Growth Equity Team PM

Ron Zibelli, CFA, serves as head of the Small and Mid Cap Growth team and as senior portfolio manager of Small Cap Growth strategy and the Mid Cap Growth strategy.

Before joining the Firm in May 2006, Mr. Zibelli was a managing director and small-cap growth team leader at Merrill Lynch Investment Managers.

Fund Name	Managed Since	YTD as of 8/20/18	1 Yr	3 Yr	5 Yr	10 Yr	Life	Expense Ratio (%)
Discovery Fund A - OPOCX (NAV) ^A	6/1/2006	17.63	26.36	11.35	13.49	10.70	10.77 9/11/86	1.12
Discovery Fund A - OPOCX (with Sales Charge) ^A	6/1/2006	17.63	19.10	9.17	12.16	10.05	10.56 9/11/86	1.12
Discovery Mid Cap Growth Fund A - OEGAX (NAV)	6/5/2007	11.53	18.83	10.21	13.57	9.47	7.19 11/1/00	1.13
Discovery Mid Cap Growth Fund A - OEGAX (with Sales Charge)	6/5/2007	11.53	12.00	8.06	12.24	8.82	6.83 11/1/00	1.13
Discovery Mid Cap Growth Fund/VA (NAV)	11/17/2008	11.76	19.36	10.76	14.13	9.18	9.59 8/15/86	0.86
Discovery Mid Cap Growth Fund/VA (with Sales Charge)	11/17/2008	11.76	19.36	10.76	14.13	9.18	9.59 8/15/86	0.86

Fund Name

Managed Since

YTD as of

8/20/18

1 Yr

3 Yr

5 Yr

10 Yr

Life

Expense Ratio (%)

Discovery Fund A - OPOCX (NAV)

6/1/2006

17.63

26.36

11.35

13.49

10.70

10.77
9/11/86

1.12

Discovery Fund A - OPOCX (with Sales Charge)

6/1/2006

17.63

19.10

9.17

12.16

10.05

10.56
9/11/86

1.12

Discovery Mid Cap Growth Fund A - OEGAX (NAV)

6/5/2007

11.53

18.83

10.21

13.57

9.47

7.19
11/1/00

1.13

Discovery Mid Cap Growth Fund A - OEGAX (with Sales Charge)

6/5/2007

11.53

12.00

8.06

12.24

8.82

6.83
11/1/00

1.13

Discovery Mid Cap Growth Fund/VA (NAV)

11/17/2008

11.76

19.36

10.76

14.13

9.18

9.59
8/15/86

0.86

Discovery Mid Cap Growth Fund/VA (with Sales Charge)

11/17/2008

11.76

19.36

10.76

14.13

9.18

9.59
8/15/86

0.86

Equities

Today's Transformational Leaders, Tomorrow's Household Names

April 10, 2018

Ronald Zibelli Jr.

Head of Small and Mid Cap Growth Team, Senior Portfolio Manager

Our small and mid-cap growth team invests in companies that are disrupting old models.

Domestic Equity

Mid-Cap Stocks: An Option for the Growth-Hungry

October 07, 2015

Ronald Zibelli Jr.

Head of Small and Mid Cap Growth Team, Senior Portfolio Manager

In a world where growth can be elusive, mid-cap stocks offer access to fast-growing firms.

Spoof Access

Ronald Zibelli Jr., CFA

Insights