4 / 5 Stars
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 109 Mid-Cap 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 26.45 percent over the past year, 14.72 percent over the past three years, 27.01 percent over the past five years, and 9.86 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||14.7%|
|5 Years (Annualized)||27.0%|
|10 Years (Annualized)||9.9%|
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 securities of U.S. issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It normally invests at least 65% of its net assets in equity securities of small- to mid-capitalization companies. The fund may invest up to 20% of its net assets in real estate investment trusts (REITs).
Fees are Low compared to funds in the same category.
Invesco American Value Fund has an expense ratio of 0.75 percent.
Risk is Average compared to funds in the same category according to Morningstar.