3 / 5 Stars
5 2 3 2 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#68 in Mid-Cap Blend
U.S. News evaluated 140 Mid-Cap Blend 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 18.72 percent over the past year, 12.26 percent over the past three years, 25.08 percent over the past five years, and 10.03 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||25.1%|
|10 Years (Annualized)||10.0%|
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of mid-capitalization issuers. The principal type of equity security in which the fund invests is common stock. The fund may invest up to 10% of its net assets in fixed-income securities such as investment-grade debt securities and longer-term U.S. government securities. It may invest up to 25% of its net assets in securities of foreign issuers.
Fees are High compared to funds in the same category.
Invesco Endeavor Fund has an expense ratio of 1.26 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.