Invesco Endeavor Fund

Scorecard
5 / 5 Stars
Lipper
4 2 4 1 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 137 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 16.27 percent over the past year, 13.08 percent over the past three years, 27.23 percent over the past five years, and 10.09 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 3.6%
1 Year 16.3%
3 Years (Annualized) 13.1%
5 Years (Annualized) 27.2%
10 Years (Annualized) 10.1%

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Summary

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

Fees are Low compared to funds in the same category.
Invesco Endeavor Fund has an expense ratio of 1.51 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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