Nasdaq - Delayed Quote • USD
Invesco Equity and Income C (ACERX)
At close: 6:46 PM EDT
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- JPMorgan
- Raymond James
- Robert W. Baird & Co.
- RBC Wealth Management-Network Eligible
- Sterne, Agee & Leach, Inc.,
- Trade PMR Transaction Fee
- JP MORGAN NO-LOAD TRANSACTION FEE
- DailyAccess Corporation Mid-Atlantic
- Waddell & Reed Choice MAP Flex
Fund Summary
The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity and income securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests, under normal circumstances, at least 65% of its net assets in income-producing equity investments. The fund may invest up to 25% of its net assets in securities of foreign issuers.
Fund Overview
Category | Allocation--70% to 85% Equity |
Fund Family | Invesco |
Net Assets | 12.57B |
YTD Return | 6.68% |
Yield | 1.13% |
Morningstar Rating | |
Inception Date | Jun 01, 2010 |
Performance & Risk
YTD Return | 4.54% |
5y Average Return | 7.15% |
Rank in Category (ytd) | 43 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.95 |
Morningstar Risk Rating |
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