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Invesco Summit P (SMMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.39-0.01 (-0.05%)
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Invesco Summit P

AIM Equity Funds11 Greenway Plaza,Suite 100Houston, TX 77046
Management Information
Erik Voss,Lead Manager since June 3, 2012
Erik Voss is a portfolio manager and has been associated with Invesco and/or its affiliates since 2010. Prior to joining Invesco, Mr. Voss was a portfolio manager with J&W Seligman Investments focusing on growth equity portfolios. As leader of the Seligman Growth team, he managed eight sector analysts and implemented a process he has developed over his career. Previously, Mr. Voss worked on teams at both Conseco Capital and Wells Capital Management, where at the latter he managed two large-cap growth portfolios. Before Wells Capital, he was an analyst for Gardner Lewis Asset Management, where he researched and invested in stocks of all market capitalizations and across multiple industries. Mr. Voss earned a Bachelor of Science degree in mathematics and a Master of Science degree in finance, both from the University of Wisconsin, where he was also a member of the Applied Securities Program. He is a CFA charterholder.
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.

Fund Overview

CategoryLarge Growth
Fund FamilyInvesco
Net Assets2B
YTD Return17.30%
Morningstar Rating★★★
Inception DateOct 31, 1982

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover47.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSMMIXCategory Average
Annual Report Expense Ratio (net)0.90%1.13%
Prospectus Net Expense Ratio0.90%N/A
Prospectus Gross Expense Ratio0.90%N/A
Max 12b1 Fee0.10%N/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.77%
3 Yr Expense Projection287N/A
5 Yr Expense Projection498N/A
10 Yr Expense Projection1,108N/A