Nasdaq - Delayed Quote USD

Invesco Long/Short Equity Fund Class R5 (LSQFX)

6.42 +0.00 (+0.01%)
As of August 6 at 8:00 PM EDT. Market Open.

Fund Summary

The investment seeks long-term capital appreciation. The fund invests in long positions of equities that are believed to be undervalued, in short positions of equities that are believed to be overvalued and in equity-related derivative instruments. It will invest 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. The fund invests primarily in equity securities and other investments that have exposure to U.S. large capitalization issuers.

Invesco Long/Short Equity Fund Class R5

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

Fund Overview

Category Long-Short Equity
Fund Family Invesco
Net Assets 37.69M
YTD Return -21.60%
Yield 0.00%
Morningstar Rating
Inception Date Dec 19, 2013

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 92.00%
Average for Category --

Fees & Expenses

Expense LSQFX Category Average
Annual Report Expense Ratio (net) 1.25% 1.92%
Prospectus Net Expense Ratio 1.25% --
Prospectus Gross Expense Ratio 1.26% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.33%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 399 --
5 Yr Expense Projection 691 --
10 Yr Expense Projection 1,522 --

Management Information

Tarun Gupta, Lead Manager since February 28, 2020
Jerry Sun, Portfolio Manager, has been associated with Invesco and/or its affiliates since 2018. From 2014 to 2018, he was employed by State Street Global Advisors where he served as a Senior Quantitative Research Analyst and Senior Quantitative Investment Strategist.

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. MORNING_STAR_STYLE_BOX

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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