4 / 5 Stars
5 2 3 1 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 136 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 28.43 percent over the past year, 16.46 percent over the past three years, and 21.02 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||22.5%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||21.0%|
|10 Years (Annualized)||N/A|
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 Low compared to funds in the same category.
Invesco Endeavor Fund has an expense ratio of 1.59 percent.
Risk is Average compared to funds in the same category according to Morningstar.