Invesco Leaders Fund Class B

 (MUTF:VLFBX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.09%
   
1 week   +2.91%
   
4 week   +3.21%
   
3 month   +4.45%
   
YTD   +13.92%
   
1 year   +25.56%
   
3 years*   +13.00%
   
5 years*   +5.44%
   
*annualized
Best 3 month return+27.96%  
Worst 3 month return-30.77%  

Morningstar statistics

Morningstar category: Aggressive Allocation
  Return Risk Rating
3 years Average Above Average
5 years Average Above Average
10 years     -     - -
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets175.12M 
Front load-  
Deferred load5.00%  
Expense ratio2.05%  
Management fee-  
Fund familyInvesco 

Asset allocation

Cash6.24%  
Stocks83.83%  
Bonds6.24%  
Preferred0.52%  
Convertible3.16%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$50  
IRA Initial$250  
AIP Initial$50  
AIP Additional$50  
11.32+0.01(0.09%)
Jul 12, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation; income is a secondary consideration. The fund seeks to achieve its investment objectives by investing primarily in a combination of certain Invesco Funds (the underlying funds) on a fixed percentage allocation basis. The underlying funds invest in U.S. and foreign equity securities, fixed income securities and derivatives. The fund makes equal allocations of its assets to the following three underlying funds: Invesco Comstock Fund, Invesco Equity and Income Fund and Invesco International Growth Fund. It is non-diversified.
Fund filings (PDF) »
Asset managers:
Mark Ahnrud (Started: Jun 1, 2010)
Scott Wolle (Started: Jun 1, 2010)
Chris Devine (Started: Jun 1, 2010)
Christian Ulrich (Started: Jun 1, 2010)
Scott Hixon (Started: Jun 1, 2010)
Advisor Company:
Invesco Advisers, Inc.
Fund family reports on Morningstar »
Invesco, 11 Greenway Plaza, Ste. 2500, Houston, TX 77046, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 4.15 -2.33 -3.60     -
Beta* 1.22 1.47 1.49     -
Mean annual return 1.43 1.12 0.47     -
R-squared* 82.92 96.44 97.59     -
Standard deviation 5.83 13.60 18.65     -
Sharpe ratio 2.93 0.98 0.29     -
* Against standard index

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