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Invesco Energy Fd Investor Cl: (MF: FSTEX)
(MF) As of Mar 27, 2015 06:05 PM ET
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Zacks MF Rank : 4 - Sell
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General Information as of Feb 28, 2015
%Unrealized Gain YTD
Net Assets (Mil $) 2/28/2015
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 2/28/2015
% of Portfolio
Top Equity Holdings
(As of 10/31/2014) % of Portfolio
EXXON MOBIL CORP
DEVON ENERGY CORPORATION
ROYAL DUTCH SHELL PLC ADR
ANADARKO PETROLEUM CORP
CANADIAN NATURAL RESOURCE 3.73
SUNCOR ENERGY INC
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Invesco Energy Fd Investor Cl FSTEX
%Max Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in January 1984 and is managed by Invesco. The fund seeks capital growth. The fund invests primarily in energy companies, which include international oil companies, oil and gas exploration/production, oil service companies, pipeline companies, refiners, coal companies, and alternative energy providers. The portfolio focuses on reasonably priced companies with above-average production volume growth, as well as earnings, cash flow, and asset value growth potential independent of commodity pricing. The fund offers dividends and capital gains , if any, annually.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
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