| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
1
1
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
#46 in Technology
U.S. News evaluated 52 Technology 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 -4.61 percent over the past year, 4.05 percent over the past three years, 1.74 percent over the past five years, and 5.38 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.7% |
| 1 Year | -4.6% |
| 3 Years (Annualized) | 4.1% |
| 5 Years (Annualized) | 1.7% |
| 10 Years (Annualized) | 5.4% |
Summary
The investment seeks long-term capital appreciation. The fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks and other equity securities of companies located throughout the world considered by the Adviser to rely extensively on technology, science and communications in their product development or operations at the time of investment. It may invest up to 50% of its net assets in the securities (including depositary receipts) of foreign companies; however, it will not invest more than 25% of its net assets in any one foreign country.
Fees
Fees are Low compared to funds in the same category.
Invesco Technology Sector has an expense ratio of 1.71 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
