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Invesco Technology Sector A (IFOAX)

12.37 Down 0.02(0.16%) May 24


Profile as of Feb 27, 2013Get Profile for:
Invesco Technology Sector A
AIM Investment Funds11 Greenway Plaza,Suite 100Houston, TX 77046
Map
Phone: 800-959-4246
Fund Overview 
Category:Technology
Fund Family:Invesco
Net Assets:95.71M
Year-to-Date Return:2.88%
Yield:0.00%
Morningstar Rating:2 stars
Fund Inception Date:Jul 27, 1997
Morningstar Style Box 
Technology
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Warren T. Tennant
Lead Manager since Jun 24, 2010
Warren Tennant is the lead portfolio manager on the Invesco Technology team. Mr. Tennant entered the fi nancial industry in 2000 when he joined Invesco. He served as a senior equities analyst before being promoted to portfolio manager in 2007. Prior to joining Invesco in 2000, Mr. Tennant worked for Exxon Mobil as a domestic internal auditor from 1993 to 1995 and as the lead auditor for Latin America from 1995 to 1998. Mr. Tennant earned both his Bachelor of Business Administration degree in fi nance and a Master of Business Administration degree from The University of Texas at Austin. He is a CFA charterholder.
Investment Information 
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
IFOAX can be purchased from 66 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation. The fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks and other equity securities of companies located throughout the world considered by the Adviser to rely extensively on technology, science and communications in their product development or operations at the time of investment. It may invest up to 50% of its net assets in the securities (including depositary receipts) of foreign companies; however, it will not invest more than 25% of its net assets in any one foreign country.

Fund Operations 
Last Dividend : N/A
Last Cap Gain (Jun 22, 2000) : 5.15
Annual Holdings Turnover (Oct 5, 2010) : 4.00%
Average for Category:105.53%
Fees & Expenses 
ExpenseIFOAXCategory Avg
Annual Report Expense Ratio (net):1.71%1.57%
Prospectus Net Expense Ratio:1.82%N/A
Prospectus Gross Expense Ratio:1.82%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.50%5.34%
Max Deferred Sales Load: N/A2.60%
3 Yr Expense Projection*:1,091653
5 Yr Expense Projection*:1,4811,025
10 Yr Expense Projection*:2,5702,046
* Per $10,000 invested