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Invesco Gold & Precious Metals Invstor (FGLDX)

5.53 Up 0.09(1.65%) Jul 11

Profile as of Jun 29, 2014Get Profile for:
Invesco Gold & Precious Metals Invstor
Aim Sector Funds11 Greenway Plaza,Suite 100Houston, TX 77046
Phone: 800-959-4246
Fund Overview 
Category:Equity Precious Metals
Fund Family:Invesco
Net Assets:368.44M
Year-to-Date Return:29.57%
Morningstar Rating:4 stars
Fund Inception Date:Jan 19, 1984
Morningstar Style Box 
Equity Precious Metals
[View Category Definition]
View Top Equity Precious Metals Funds
About the Morningstar Style Box
Management Information 
Norman MacDonald
Lead Manager since Feb 21, 2013
Gary is a portfolio manager for Trimark Fixed-Income Investments, based in Toronto. Originally from Saskatoon, Gary moved to Toronto and started his career at Altamira Financial Services Ltd. in a fund accounting role. He joined the company in 2002 in a compliance role before becoming a fixed-income investment analyst in 2004. In 2009, Gary was promoted to portfolio manager. He earned an MBA from the Rotman School of Business (University of Toronto) and a B.Comm. from the University of Saskatchewan, and he holds the Chartered Financial Analyst designation.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:250
Min Initial Investment, AIP:50
Min Subsequent Investment:50
Min Subsequent Investment, IRA:25
Min Subsequent Investment, AIP:50
FGLDX can be purchased from 106 brokerages.

Fund Summary 
The investment seeks 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 securities of issuers engaged in exploring for, mining, processing, or dealing and investing in gold and other precious metals such as silver, platinum and palladium, as well as diamonds (the gold and precious metals sector), and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities. The principal type of equity security in which the fund invests is common stock.

Fund Operations 
Last Dividend (Nov 28, 2013) : 0.00
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 9, 2014) : 18.00%
Average for Category:29.47%
Fees & Expenses 
ExpenseFGLDXCategory Avg
Annual Report Expense Ratio (net):1.45%1.41%
Prospectus Net Expense Ratio:1.34%N/A
Prospectus Gross Expense Ratio:1.34%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:N/A5.27%
Max Deferred Sales Load: N/A2.12%
3 Yr Expense Projection*:425595
5 Yr Expense Projection*:734925
10 Yr Expense Projection*:1,6131,819
* Per $10,000 invested