AIM Energy B
11 Greenway Plaza Suite 100 Houston TX 77046
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Phone: 800-959-4246
| Category: | Equity Energy | | Fund Family: | Invesco Aim | | Net Assets: | 108.25M | | Year-to-Date Return: | 35.90% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Mar-02 |
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Andrew Lees
Lead Manager since
01-May-08 | | | Lees has been responsible for the fund since 2008 and has been associated with Invesco Aim and/or its affiliates since 2005. From 2004 to 2005, he was the director of investment banking for Trinity Capital Services, LLC. From 2002 to 2004, he was an energy analyst for RBC Capital Markets. |
| 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 net assets in equity securities of companies engaged primarily in energy-related industries. Companies in these industries include, but are not limited to, oil companies, oil and gas exploration companies, natural gas pipeline companies, refinery companies, energy conservation companies, coal companies, alternative energy companies and innovative energy technology companies. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(12-Dec-08):
| 0.40 | | Annual Holdings Turnover
| 61.00% | | Average for Category:
| 97.28% |
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| Expense | IENBX | Category
Avg | | Total Expense Ratio: | 1.92%
| 1.68% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.11% | | Max Deferred Sales Load: | 5.00%
| 2.75% | | 3 Yr Expense Projection*: |
$ 905 | $668 | | 5 Yr Expense Projection*: |
$ 1,241 | $1,011 | | 10 Yr Expense Projection*: |
$ 2,058 | $1,994 |
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1.76% Nasdaq 
0.20 (0.62%) 
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