4 / 5 Stars
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 330 Large Value 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 21.85 percent over the past year, 13.27 percent over the past three years, 6.50 percent over the past five years, and 8.61 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||14.2%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||6.5%|
|10 Years (Annualized)||8.6%|
The investment seeks capital growth and income. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks at the time of investment. It may invest in issuers of small-, medium- or large-sized companies. The fund may invest up to 25% of its total assets in securities of foreign issuers. It may invest up to 10% of its total assets in real estate investment trusts (REITs).
Fees are Low compared to funds in the same category.
Invesco Comstock Fund has an expense ratio of 0.44 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.