3 / 5 Stars
2 2 1 4 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 42 Equity Energy 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 3.12 percent over the past year, 3.28 percent over the past three years, -4.06 percent over the past five years, and 13.42 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||7.9%|
|3 Years (Annualized)||3.3%|
|5 Years (Annualized)||-4.1%|
|10 Years (Annualized)||13.4%|
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 energy-related industries. It invests predominantly in equity securities. The principal type of equity securities purchased by the fund is common stock. The fund may invest up to 100% of its net assets in foreign securities of issuers doing business in energy-related industries. It invests in issuers of all market capitalizations.
Fees are High compared to funds in the same category.
Invesco Energy Fund has an expense ratio of 1.87 percent.
Risk is Average compared to funds in the same category according to Morningstar.