AIM Financial Services B
11 Greenway Plaza Suite 100 Houston TX 77046
Map
Phone: 800-959-4246
| Category: | Financial | | Fund Family: | Invesco Aim | | Net Assets: | 7.46M | | Year-to-Date Return: | 26.12% | | Yield: | 1.05% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Mar-02 |
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Meggan M. Walsh
Lead Manager since
01-Oct-04 | | | Walsh is a senior portfolio manager with AIM Advisors. She joined the company in 1991 as a short-term taxable fixed-income securities trader and moved to the long-term fixed-income area in 1992. Walsh holds the Chartered Financial Analyst designation. |
| 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 |
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| The investment seeks capital growth. The fund normally invests at least 80% of assets in equity securities of companies within the financial services sector. These companies include, but are not limited to, banks, insurance companies, investment banking and brokerage companies, credit finance companies, asset management companies and other companies providing finance-related services. The fund may also invest up to 25% of assets in securities of non-U.S. issuers doing business in the financial services sector. It is nondiversified. |
| Last Dividend
(11-Dec-09):
| 0.15 | | Last Cap Gain
(12-Dec-08):
| 1.06 | | Annual Holdings Turnover
| 38.00% | | Average for Category:
| 198.80% |
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| Expense | IFSBX | Category
Avg | | Total Expense Ratio: | %
| 1.73% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.11% | | Max Deferred Sales Load: | 5.00%
| 2.57% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $879 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,385 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,622 |
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0.83% Nasdaq 
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