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Invesco Energy Inv (FSTEX)

42.54 Up 0.78(1.87%) May 17

Prev Close:41.76
YTD Return*:7.69%
Net Assets*:1.33B
Yield*:N/A

* As of 28-Feb-13

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

Top Holdings

Symbol% AssetsYTD Return %
APC6.747.41
OXY6.157.88
SLB6.1212.49
WFT5.452.50
CAM5.1211.32
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:1.33B
Category:Equity Energy
Annual Report Expense Ratio (net):1.12%
Fund Profile | Holdings

Performance & Risk

YTD Return:7.69%
5y Avg Return:-1.36%
Rank in Category (ytd):60
% Rank in Category (ytd):43.8%
Beta (3y):1.38
Morningstar Risk Rating:3
Performance Details | Risk Details

Fund Summary

The investment seeks 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 securities of issuers engaged in energy-related industries. It invests predominantly in equity securities. The principal type of equity securities purchased by the fund is common stock. The fund may invest up to 100% of its net assets in foreign securities of issuers doing business in energy-related industries. It invests in issuers of all market capitalizations. View More
Fund Profile
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