3 / 5 Stars
5 5 4 1 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#12 in World Stock
U.S. News evaluated 304 World Stock 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 30.47 percent over the past year, 13.61 percent over the past three years, 16.36 percent over the past five years, and 7.04 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||12.0%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||16.4%|
|10 Years (Annualized)||7.0%|
The investment seeks income and 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 equity securities and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities and depositary receipts of U.S. and foreign issuers. The principal types of equity securities in which the fund invests are common and preferred stocks.
Fees are Above Average compared to funds in the same category.
Invesco Global Low Volatility Equity Yield Fund has an expense ratio of 1.54 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.