3 / 5 Stars
4 5 1 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#42 in High Yield Bond
U.S. News evaluated 174 High Yield Bond 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 7.78 percent over the past year, 8.19 percent over the past three years, 17.72 percent over the past five years, and 7.94 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.3%|
|3 Years (Annualized)||8.2%|
|5 Years (Annualized)||17.7%|
|10 Years (Annualized)||7.9%|
The investment seeks total return, comprised of current income and capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in debt securities that are determined to be below investment grade quality, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest in preferred stocks and convertible securities, which are securities that generally pay interest and may be converted into common stock. The fund may invest up to 25% of its net assets in foreign securities.
Fees are Above Average compared to funds in the same category.
Invesco High Yield Fund has an expense ratio of 0.88 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.