Invesco Intactive Maximum Growth Port P

 (MUTF_CA:AIM7921)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.25%
   
1 week   +0.35%
   
4 week   +1.03%
   
3 month   +3.49%
   
YTD   +8.69%
   
1 year   +17.54%
   
3 years*   +10.21%
   
5 years*   -  
*annualized
Best 3 month return+8.38%  
Worst 3 month return-11.79%  

Morningstar statistics

Morningstar category: Global Equity
  Return Risk Rating
3 years Below Average Below Average
5 years     -     - -
10 years     -     - -
Overall Below Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets121.97M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee1.65%  
Fund familyInvesco Canada Ltd. 

Asset allocation

Cash6.17%  
Stocks80.89%  
Bonds3.87%  
Preferred8.55%  
Convertible0.03%  
Other0.49%  

Purchase information

InitialCA$100,000  
IRA InitialCA$100,000  
14.56+0.04(0.25%)
Jul 30, 4:30PM EDT Overall Morningstar RatingTM

Description

This fund seeks to generate capital appreciation over the long term.
Asset managers:
Mark Ahnrud (Started: Sep 1, 2010)
Scott Wolle (Started: Sep 1, 2010)
Chris Devine (Started: Sep 1, 2010)
Christian Ulrich (Started: Sep 1, 2010)
Scott Hixon (Started: Sep 1, 2010)
Advisor Company:
Invesco Advisers, Inc.
5140 Yonge Street, Suite 900
800 631 7008 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 5.28 -5.14     -     -
Beta* 0.53 0.92     -     -
Mean annual return 1.51 0.76     -     -
R-squared* 46.61 75.47     -     -
Standard deviation 4.76 9.08     -     -
Sharpe ratio 3.60 0.90     -     -
* Against standard index

Top 10 holdings