3 / 5 Stars
4 5 4 2 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 326 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 26.37 percent over the past year, 13.87 percent over the past three years, 24.42 percent over the past five years, and 6.91 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.3%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||24.4%|
|10 Years (Annualized)||6.9%|
The investment seeks total return through growth of capital and current income. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest in securities of issuers of any market capitalization; however, a substantial number of the issuers in which the fund invests are large-capitalization issuers. The fund may invest up to 10% of its net 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 1.11 percent.
Risk is Above 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 3 for one year, 2 for five years, and 3 for 10 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