| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
2
5
5
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#265 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 12.82 percent over the past year, 10.64 percent over the past three years, 4.05 percent over the past five years, and 8.77 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.0% |
| 1 Year | 12.8% |
| 3 Years (Annualized) | 10.6% |
| 5 Years (Annualized) | 4.1% |
| 10 Years (Annualized) | 8.8% |
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 Average compared to funds in the same category.
Invesco Van Kampen Exchange has an expense ratio of 0.58 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
