| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#43 in Large Blend
U.S. News evaluated 498 Large Blend 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 19.61 percent over the past year, 13.17 percent over the past three years, 7.67 percent over the past five years, and 10.22 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.1% |
| 1 Year | 19.6% |
| 3 Years (Annualized) | 13.2% |
| 5 Years (Annualized) | 7.7% |
| 10 Years (Annualized) | 10.2% |
Summary
The investment seeks to achieve a high level of total return on its assets through a combination of capital appreciation and current income. The fund invests in a diversified portfolio of common stocks represented in the Standard & Poor's® 500 Composite Stock Price Index (S&P 500). It generally invests in each stock included in the S&P 500 in approximately equal proportions. This approach differs from the S&P 500 because stocks in the S&P 500 are represented in proportion to their market value or market capitalization.
Fees
Fees are Average compared to funds in the same category.
Invesco Equally-Weighted S&P 500 has an expense ratio of 0.60 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
