Nasdaq - Delayed Quote USD

AIM Investment Funds (Invesco Investment Funds) - Invesco Select Companies Fund (ATIRX)

14.61 +0.25 (+1.74%)
At close: April 23 at 8:00 PM EDT
Loading Chart for ATIRX
DELL
  • Previous Close 14.36
  • YTD Return 17.82%
  • Expense Ratio 1.53%
  • Category Small Blend
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 279.8M
  • Beta (5Y Monthly) 1.36
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.00
  • Inception Date Apr 30, 2004

The investment seeks long-term growth of capital. The fund generally invests in equity securities of small-capitalization issuers. It may invest up to 10% of its net assets in fixed-income securities such as investment-grade debt securities and longer-term U.S. government securities. The fund may invest up to 25% of its net assets in foreign securities. In attempting to meet its investment objective or to manage subscription and redemption requests, the adviser engages in active and frequent trading of portfolio securities.

Invesco

Fund Family

Small Blend

Fund Category

279.8M

Net Assets

2004-04-30

Inception Date

Performance Overview: ATIRX

Trailing returns as of 4/23/2021. Category is Small Blend.

YTD Return

ATIRX
17.82%
Category
20.19%
 

1-Year Return

ATIRX
83.84%
Category
60.18%
 

3-Year Return

ATIRX
8.96%
Category
11.32%
 

5-Year Return

ATIRX
7.88%
Category
13.88%
 

Holdings: ATIRX

Top 10 Holdings (20.07% of Total Assets)

SymbolCompany% Assets
REGI
Renewable Energy Group, Inc. 2.35%
AN
AutoNation, Inc. 2.27%
ASGN
ASGN Incorporated 2.25%
RXN
RXN 2.02%
WSFS
WSFS Financial Corporation 1.99%
KFY
Korn Ferry 1.93%
JCOM
JCOM 1.89%
LHCG
LHCG 1.82%
VC
Visteon Corporation 1.81%
KBR
KBR, Inc. 1.74%

Sector Weightings

SectorATIRX
Industrials   21.36%
Healthcare   17.39%
Technology   14.31%
Real Estate   5.85%
Energy   4.10%
Utilities   2.53%

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