2 / 5 Stars
3 3 3 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#208 in Large Growth
U.S. News evaluated 466 Large Growth 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 38.18 percent over the past year, 12.72 percent over the past three years, and 23.37 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.7%|
|3 Years (Annualized)||12.7%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of U.S. issuers. It invests primarily in securities that are considered by the fund's portfolio managers to have potential for earnings or revenue growth. The fund may invest up to 20% of its net assets in securities of foreign issuers.
Fees are Average compared to funds in the same category.
Invesco American Franchise Fund has an expense ratio of 1.06 percent.
Risk is Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 2 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 1 for one year and 3 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-03-12