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 Dow Down 0.02% Nasdaq Down 0.04%

Invesco Large Cap Basic Value Instl (LCBIX)

25.44 Down 0.07(0.27%) Jul 24
Prev Close:25.51
YTD Return*:9.53%
Net Assets*:88.67M
Yield*:1.39%

* As of 30-Apr-11

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for LCBIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CMCSA4.8422.38
VIA.B3.6628.45
JPM2.957.21
IP2.9319.23
PFE2.5321.19

Fund Basics

Morningstar Overall Rating:
Total Assets:88.67M
Category:Large Blend
Annual Report Expense Ratio (net):0.76%

Performance & Risk

YTD Return:9.53%
5y Avg Return:-1.92%
Rank in Category (ytd):25
% Rank in Category (ytd):1.52%
Beta (3y):1.35
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term capital growth. The fund invests primarily in equity securities. It invests at least 80% of net assets (plus borrowings for investment purposes) in securities of large-capitalization issuers. The fund may invest up to 25% of total assets in foreign securities. It emphasizes a value style of investing seeking well-established, undervalued companies believed by the Adviser to possess the potential for capital growth. View More
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