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Invesco Summit P (SMMIX)

18.22 Up 0.07(0.39%) Jul 23

Profile as of Jun 29, 2014Get Profile for:
Invesco Summit P
AIM Equity Funds11 Greenway Plaza,Suite 100Houston, TX 77046
Map
Phone: 800-959-4246
Fund Overview 
Category:Large Growth
Fund Family:Invesco
Net Assets:1.87B
Year-to-Date Return:3.83%
Yield:0.22%
Morningstar Rating:3 stars
Fund Inception Date:Nov 1, 1982
Morningstar Style Box 
Large Growth
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Robert J. Lloyd
Lead Manager since Jul 2, 2001
Lloyd is a senior portfolio manager with Invesco Aim 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.
Investment Information 
Min Initial Investment:0
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
SMMIX can be purchased from 11 brokerages.

Fund Summary 
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of issuers of all market capitalizations. It does not invest in companies whose primary business involves alcohol, tobacco or gambling. The fund invests primarily in securities that are considered by the fund's portfolio managers to have potential for earnings or revenue growth. It may invest up to 25% of its net assets in foreign securities.

Fund Operations 
Last Dividend (Nov 28, 2013) : 0.04
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 22, 2014) : 49.00%
Average for Category:50.19%
Fees & Expenses 
ExpenseSMMIXCategory Avg
Annual Report Expense Ratio (net):0.91%1.21%
Prospectus Net Expense Ratio:0.91%N/A
Prospectus Gross Expense Ratio:0.91%N/A
Max 12b1 Fee:0.10%N/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.30%
3 Yr Expense Projection*:290546
5 Yr Expense Projection*:504866
10 Yr Expense Projection*:1,1201,745
* Per $10,000 invested