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 Dow Up 0.17% Nasdaq Up 0.44%

Invesco Low Volatility Equity Yield B (SBCUX)

11.35 Down 0.01(0.09%) Jul 11
Prev Close:11.36
YTD Return*:9.07%
Net Assets*:361.56M
Yield*:1.79%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for SBCUX at this time.

Top Holdings

Symbol% AssetsYTD Return %
S&P Mini Index (Fut)2.3623.25
HPQ2.012.43
MRVL1.88-0.10
PFE1.863.53
T1.853.98

Fund Basics

Morningstar Overall Rating:
Total Assets:361.56M
Category:Large Value
Annual Report Expense Ratio (net):1.93%

Performance & Risk

YTD Return:9.07%
5y Avg Return:15.82%
Rank in Category (ytd):8
% Rank in Category (ytd):0.62%
Beta (3y):1.06
Morningstar Risk Rating:3

Fund Summary

The investment seeks income and long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities of U.S. issuers and depositary receipts of foreign issuers. The principal types of equity securities in which the fund invests are common and preferred stocks. It may also invest in real estate investment trusts (REITs) of domestic and foreign issuers. View More
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