4 / 5 Stars
5 5 3 4 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#11 in Small Growth
U.S. News evaluated 219 Small Growth 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 27.33 percent over the past year, 15.10 percent over the past three years, 20.91 percent over the past five years, and 9.73 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||15.1%|
|5 Years (Annualized)||20.9%|
|10 Years (Annualized)||9.7%|
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small-capitalization issuers. The fund invests primarily in equity securities. The principal type of equity security in which the fund invests is common stock. The fund's managers consider an issuer to be a small-capitalization issuer if it has a market capitalization, at the time of purchase, no larger than the largest capitalized issuer included in the Russell 2000® Index. It may also invest up to 25% of its net assets in foreign securities.
Fees are Above Average compared to funds in the same category.
Invesco Small Cap Growth Fund has an expense ratio of 1.21 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.