| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
2
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
U.S. News evaluated 218 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.21 percent over the past year, 14.72 percent over the past three years, and 13.02 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.9% |
| 1 Year | 16.2% |
| 3 Years (Annualized) | 14.7% |
| 5 Years (Annualized) | 13.0% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund generally invests in equity securities of small-capitalization issuers. It 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. The fund may invest up to 25% of its net assets in foreign securities. It invests in securities that the portfolio managers believe are undervalued based on various valuation measures.
Fees
Fees are Above Average compared to funds in the same category.
Invesco Select Companies Fund has an expense ratio of 1.43 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
