Invesco Small Cap Discovery A
AIM Counselor Series Trust11 Greenway Plaza,Suite 100Houston, TX 77046
Map
Phone: 800-959-4246
| Category: | Small Growth | | Fund Family: | Invesco | | Net Assets: | 794.28M | | Year-to-Date Return: | 6.34% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Nov 26, 2000 |
|
Matthew Hart
Lead Manager since Nov 26, 2000 | | | Matthew Hart is a senior portfolio manager for the Invesco Van Kampen Small Cap Growth Fund.
Matthew Hart joined Invesco in 2010. He was previously the lead portfolio manager for the U.S. Small Cap Growth strategy at Van Kampen, which he joined in 1997.
Mr. Hart earned a Bachelor of Business Administration degree from Southern
Methodist University. He is a CFA charterholder. |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | 1,000 | | Min Initial Investment, AIP: | 50 | | Min Subsequent Investment: | 50 | | Min Subsequent Investment, IRA: | 50 | | Min Subsequent Investment, AIP: | 50 |
|
| |
| The investment seeks capital appreciation.
Under normal market conditions, the fund invests primarily in common stocks of small companies that the fund's adviser believes have above-average potential for capital appreciation. The Adviser defines small companies by reference to those companies up to the capitalization range of companies represented in the Russell 2000® Index for the past two years. The fund emphasizes a growth style of investing and focuses primarily on small companies. It invests at least 80% of its net assets in securities of small companies. The fund may invest up to 25% of its total assets in securities of foreign issuers. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Dec 6, 2012)
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 78.00% | | Average for Category: | 68.79% |
|
| Expense | VASCX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.38% | 1.43% | | Prospectus Net Expense Ratio: | 1.43% | N/A | | Prospectus Gross Expense Ratio: | 1.43% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | 5.50% | 5.45% | | Max Deferred Sales Load:
| N/A | 2.35% | | 3 Yr Expense Projection*: | 978 | 611 | | 5 Yr Expense Projection*: | 1,289 | 984 | | 10 Yr Expense Projection*: | 2,169 | 2,017 |
|
|
0.14(1.21%) May 17