AMCYX - Invesco Greater China Y

Nasdaq - Nasdaq Delayed Price. Currency in USD

Invesco Greater China Y

AIM Investment Funds11 Greenway Plaza,Suite 100Houston, TX 77046
Management Information
Mike Shiao,Lead Manager since March 29, 2015
Mike Shiao has 25 years of investment experience. He joined Invesco in 2002. In April 2015, he became Chief Investment Officer, Greater China, leading the Greater China equities team. Mike was appointed as Chief Investment Officer, Asia ex Japan, in April 2016. He was previously Head of Equities for Invesco Taiwan Ltd. He moved to Invesco Hong Kong Ltd to expand his coverage to Greater China markets in 2006. Mike started his investment career in 1992 at Grand Regent Investment Ltd., where he worked for six years as a project manager supervising venture capital investments in Taiwan and China. In 1997, he joined Overseas Credit and Securities Inc. as a senior analyst covering Taiwan technology sector. Mike also worked at Taiwan International Investment Management Co., as a fund manager and was responsible for technology sector research. Mike holds a Bachelor’s degree from National Chung Hsing University, Taiwan and a Master of Science degree in Finance from Drexel University, Philadelphia.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryChina Region
Fund FamilyInvesco
Net Assets98.79M
YTD Return-1.18%
Morningstar Rating★★★★
Inception DateOct 2, 2008

Fund Operations

Last Dividend0.22
Last Cap Gain0.00
Holdings Turnover56.00%
Average for CategoryN/A

Fees & Expenses

ExpenseAMCYXCategory Average
Annual Report Expense Ratio (net)1.68%1.69%
Prospectus Net Expense Ratio1.68%N/A
Prospectus Gross Expense Ratio1.68%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.10%
Max Deferred Sales LoadN/A1.40%
3 Yr Expense Projection530N/A
5 Yr Expense Projection913N/A
10 Yr Expense Projection1,987N/A