4 / 5 Stars
2 1 5 5 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 481 Large Blend 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 27.26 percent over the past year, 12.13 percent over the past three years, 16.50 percent over the past five years, and 8.76 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||12.7%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||16.5%|
|10 Years (Annualized)||8.8%|
The investment seeks long-term growth of capital; current income is a secondary consideration. The fund accepts, in exchange for fund shares, large blocks of individual securities with large unrealized appreciation. This exchange is a non-taxable event. The fund invests primarily in common stocks and convertible securities. It may not invest in other investment companies.
Fees are Above Average compared to funds in the same category.
Invesco Exchange Fund has an expense ratio of 0.67 percent.
Risk is Average compared to funds in the same category according to Morningstar.