3 / 5 Stars
3 4 3 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 13 Consumer Cyclical Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 33.95 percent over the past year, 19.50 percent over the past three years, 7.32 percent over the past five years, and 8.21 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||21.2%|
|3 Years (Annualized)||19.5%|
|5 Years (Annualized)||7.3%|
|10 Years (Annualized)||8.2%|
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of issuers engaged in the design, production and distribution of products and services related to leisure activities of individuals (the leisure sector). It invests predominantly in equity securities. The principal type of equity securities purchased by the fund is common stock. It may invest up to 25% of its total assets in foreign securities of issuers doing business in the leisure-related industries. The fund invests in issuers of all market capitalizations.
Fees are Below Average compared to funds in the same category.
Invesco Leisure Fund has an expense ratio of 1.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.