| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#39 in Large Growth
U.S. News evaluated 473 Large Growth 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 14.91 percent over the past year, 12.49 percent over the past three years, and 6.06 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.8% |
| 1 Year | 14.9% |
| 3 Years (Annualized) | 12.5% |
| 5 Years (Annualized) | 6.1% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation and, secondarily, current income. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and in other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities of U.S. and foreign issuers. The principal type of equity securities in which the fund invests is common stock. The fund may invest up to 25% of its net assets in foreign securities.
Fees
Fees are Average compared to funds in the same category.
Invesco Disciplined Equity Fund has an expense ratio of 0.78 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
