| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
3
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
U.S. News evaluated 124 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 25.68 percent over the past year, 12.58 percent over the past three years, and 2.34 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 11.6% |
| 1 Year | 25.7% |
| 3 Years (Annualized) | 12.6% |
| 5 Years (Annualized) | 2.3% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation; income is a secondary consideration. The fund seeks to achieve its investment objectives by investing primarily in a combination of certain Invesco Funds (the underlying funds) on a fixed percentage allocation basis. The underlying funds invest in U.S. and foreign equity securities, fixed income securities and derivatives. The fund makes equal allocations of its assets to the following three underlying funds: Invesco Comstock Fund, Invesco Equity and Income Fund and Invesco International Growth Fund. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
Invesco Leaders has an expense ratio of 1.37 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
