Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

AIM Investment Funds (Invesco Investment Funds) - Invesco Select Companies Fund (ATIAX)

16.01
+0.28
+(1.78%)
At close: April 23 at 8:01:04 PM EDT

Fund 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. In attempting to meet its investment objective or to manage subscription and redemption requests, the adviser engages in active and frequent trading of portfolio securities.

AIM Investment Funds (Invesco Investment Funds) - Invesco Select Companies Fund

AIM Investment Funds
11 Greenway Plaza,Suite 100
800-959-4246

Fund Overview

Category Small Blend
Fund Family Invesco
Net Assets 282.13M
YTD Return 17.89%
Yield 0.00%
Morningstar Rating
Inception Date Nov 04, 2003

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense ATIAX Category Average
Annual Report Expense Ratio (net) 1.28% 1.03%
Prospectus Net Expense Ratio 1.28% --
Prospectus Gross Expense Ratio 1.28% --
Max 12b1 Fee 0.25% --
Max Front End Sales Load 5.50% 5.19%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 934 --
5 Yr Expense Projection 1,214 --
10 Yr Expense Projection 2,010 --

Management Information

Magnus M. Krantz, Lead Manager since October 15, 2020
Mr. Krantz has been a Vice President of the Sub-Adviser since May 2009 and a portfolio manager of the Sub-Adviser since November 2012. He has served as sector manager for technology for the Sub-Adviser’s Main Street Investment Team since May 2009. Prior to joining the Sub-Adviser, Mr. Krantz was a sector manager at RS Investments and Guardian Life Insurance Company. Mr. Krantz joined Guardian Life Insurance Company in December 2005 and transitioned to RS Investments in October 2006 in connection with Guardian Life Insurance Company’s acquisition of an interest in RS Investments. Mr. Krantz served as a portfolio manager and analyst at Citigroup Asset Management from 1998 to 2005 and as a consultant at Price Waterhouse from 1997 to 1998. He also served as product development engineer at Newbridge Networks from 1993 to 1996 and as a software engineer at Mitel Corporation from 1990 to 1993. Mr. Krantz is a portfolio manager of other portfolios in the OppenheimerFunds complex.Mr. Krantz holds an M.B.A. from Columbia University and a Bachelor of Engineering (Electrical) from Carleton University in Ottawa, Canada.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers