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Invesco Equity and Income R6 (IEIFX)

9.81
+0.08
+(0.82%)
At close: 8:01:13 PM EDT
Loading Chart for IEIFX
  • Previous Close 9.73
  • YTD Return 0.18%
  • Expense Ratio 0.41%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 12.14B
  • Beta (5Y Monthly) 0.98
  • Yield 2.32%
  • 5y Average Return --
  • Holdings Turnover 139.00%
  • Last Dividend 0.06
  • Inception Date Oct 1, 2002

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity and income securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests, under normal circumstances, at least 65% of its net assets in income-producing equity investments. The fund may invest up to 25% of its net assets in securities of foreign issuers.

Invesco

Fund Family

Allocation--50% to 70% Equity

Fund Category

12.14B

Net Assets

2002-10-01

Inception Date

Performance Overview: IEIFX

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Trailing returns as of 4/10/2025. Category is Allocation--50% to 70% Equity.

YTD Return

IEIFX
0.18%
Category
9.69%
 

1-Year Return

IEIFX
4.95%
Category
27.06%
 

3-Year Return

IEIFX
5.03%
Category
11.00%
 

5-Year Return

IEIFX
13.43%
Category
10.26%
 

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Holdings: IEIFX

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Sector Weightings

SectorIEIFX
Technology   17.82%
Industrials   15.44%
Healthcare   14.73%
Energy   6.45%
Utilities   3.20%
Real Estate   1.96%

Recent News: IEIFX

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Research Reports: IEIFX

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