3 / 5 Stars
2 3 1 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#21 in Equity Energy
U.S. News evaluated 48 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 15.19 percent over the past year, -0.23 percent over the past three years, 15.55 percent over the past five years, and 12.64 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.4%|
|3 Years (Annualized)||-0.2%|
|5 Years (Annualized)||15.5%|
|10 Years (Annualized)||12.6%|
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, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities. The principal type of equity security in which the fund invests is common stock.
Fees are Above Average compared to funds in the same category.
Invesco Energy Fund has an expense ratio of 1.15 percent.
Risk is Average compared to funds in the same category according to Morningstar.