|Invesco Diversified Dividend Investor|
AIM Equity Funds11 Greenway Plaza,Suite 100Houston, TX 77046
|Fund Inception Date:||Jul 15, 2005|
Lead Manager since Dec 31, 2002
|Meggan Walsh is a senior portfolio manager for Invesco.
Ms. Walsh has been in the investment business since 1987. She joined Invesco in 1991 as a trader of short-term taxable fixed income securities and was promoted to vice president and portfolio manager in the long-term fixed income area in 1992. In 1998, Ms. Walsh assumed portfolio management duties in Invesco’s Invescos equity department. She earned a promotion to a senior portfolio manager in 2000.
Prior to joining Invesco, Ms. Walsh managed money market securities and conducted financial analysis for Nationale Nederlanden, N.A., a multinational financial service organization.
A native of Annapolis, Ms. Walsh earned a Bachelor of Science degree in finance from the University of Maryland and a Master of Business Administration degree from Loyola University Maryland. She is a CFA charter holder.|
|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||
|The investment seeks long-term growth of capital and, secondarily, current income.
The fund invests primarily in dividend-paying equity securities. It invests in securities that the portfolio managers believe are undervalued based on various valuation measures. The fund may invest up to 25% of its net assets in securities of foreign issuers.|
(Jun 17, 2015)
|Last Cap Gain
|Annual Holdings Turnover
(Aug 27, 2015)
|Average for Category:||38.75%|
|Annual Report Expense Ratio (net):||0.76%||1.11%|
|Prospectus Net Expense Ratio:||0.77%||N/A|
|Prospectus Gross Expense Ratio:||0.78%||N/A|
|Max 12b1 Fee:||0.18%||N/A|
|Max Front End Sales Load:||N/A||5.43%|
|Max Deferred Sales Load:
|3 Yr Expense Projection*:||248||519|
|5 Yr Expense Projection*:||432||810|
|10 Yr Expense Projection*:||965||1,629|