|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 is the architect of Invescoâs diversified dividend investment process,
established in 2002 as Invesco Diversified Dividend Fund. Her professional investment
experience includes more than 10 years as a fixed income manager and more than 12 years as an equity manager.
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 Invescoâs 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. It may also invest up to 20% of its net assets in investment-grade debt securities of U.S. issuers.|
(Nov 28, 2013)
|Last Cap Gain
|Annual Holdings Turnover
(Apr 16, 2014)
|Average for Category:||43.48%|
|Annual Report Expense Ratio (net):||0.86%||1.15%|
|Prospectus Net Expense Ratio:||0.88%||N/A|
|Prospectus Gross Expense Ratio:||0.89%||N/A|
|Max 12b1 Fee:||0.25%||N/A|
|Max Front End Sales Load:||N/A||5.38%|
|Max Deferred Sales Load:
|3 Yr Expense Projection*:||283||526|
|5 Yr Expense Projection*:||492||805|
|10 Yr Expense Projection*:||1,095||1,629|