Invesco Van Kampen Exchange

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

#245 in Large Blend

U.S. News evaluated 492 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 18.25 percent over the past year, 9.75 percent over the past three years, 17.22 percent over the past five years, and 8.37 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 4.6%
1 Year 18.2%
3 Years (Annualized) 9.7%
5 Years (Annualized) 17.2%
10 Years (Annualized) 8.4%

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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 Van Kampen Exchange 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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