Invesco Exchange Fund

Class No Load (ACEHX)
Scorecard
4 / 5 Stars
Lipper
2 1 5 5 3
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

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.

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Performance

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%
1 Year 27.3%
3 Years (Annualized) 12.1%
5 Years (Annualized) 16.5%
10 Years (Annualized) 8.8%

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Summary

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

Fees are Above Average compared to funds in the same category.
Invesco Exchange Fund has an expense ratio of 0.67 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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