AIM Summit P
11 Greenway Plz Ste 100 Houston TX 77046
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Phone: 800-959-4246
| Category: | Large Growth | | Fund Family: | Invesco Aim | | Net Assets: | 1.60B | | Year-to-Date Return: | -4.36% | | Yield: | 0.73% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-82 |
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Robert J. Lloyd
Lead Manager since
02-Jul-01 | | | Lloyd is a senior portfolio manager with AIM Advisors which he has been responsible for the fund since 2001 and has been associated with the advisor and/or its affiliates since 2000. From 1997 to 2000, he was a trader with American Electric Power. He served eight years in the U.S. Navy as a Naval Flight Officer flying the S-3B Viking. He holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks growth of capital. The fund invests primarily in growth stocks of companies of all market capitalizations. It may invest up to 25% of assets in foreign securities, including up to 5% of assets in companies located in developing countries. For cash management purposes, the fund may also hold a portion of assets in cash equivalents, including shares of affiliated money market funds. |
| Last Dividend
(11-Dec-09):
| 0.07 | | Last Cap Gain
(12-Dec-08):
| 0.60 | | Annual Holdings Turnover
| 89.00% | | Average for Category:
| 109.93% |
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| Expense | SMMIX | Category
Avg | | Total Expense Ratio: | 0.92%
| 1.33% | | Max 12b1 Fee: | 0.10%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 295 | $653 | | 5 Yr Expense Projection*: |
$ 514 | $1,027 | | 10 Yr Expense Projection*: |
$ 1,142 | $2,050 |
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1.52% Nasdaq 0.00%
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