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AIM Investment Funds (Invesco Investment Funds) - Invesco Endeavor Fund (ATDYX)

17.61 +0.21 (+1.21%)
At close: April 23 at 8:00 PM EDT

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in equity securities of mid-capitalization issuers. The principal type of equity security in which the fund invests is common stock. It may invest up to 10% of its net assets in fixed-income securities such as investment-grade debt securities and longer-term U.S. government securities. The fund may invest up to 25% of its net assets in securities of foreign issuers.

AIM Investment Funds (Invesco Investment Funds) - Invesco Endeavor Fund

AIM Investment Funds
11 Greenway Plaza,Suite 100
800-959-4246

Fund Overview

Category Mid-Cap Blend
Fund Family Invesco
Net Assets 113.82M
YTD Return 14.80%
Yield 0.00%
Morningstar Rating
Inception Date Oct 03, 2008

Fund Operations

Last Dividend 0.08
Last Cap Gain 0.00
Holdings Turnover 81.00%
Average for Category --

Fees & Expenses

Expense ATDYX Category Average
Annual Report Expense Ratio (net) 1.15% 0.94%
Prospectus Net Expense Ratio 1.15% --
Prospectus Gross Expense Ratio 1.15% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.32%
Max Deferred Sales Load -- 1.16%
3 Yr Expense Projection 365 --
5 Yr Expense Projection 633 --
10 Yr Expense Projection 1,398 --

Management Information

Belinda Cavazos, Lead Manager since October 15, 2020
Belinda is a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She is a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.

Morningstar Style Box

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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.

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