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Invesco Summit Fund Class C: (MF: CSMMX)

(NASDAQ Mutual Funds) As of May 8, 2026 05:27 PM ET

$21.38 USD

+0.06 (0.28%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -9.73 86
3 months -9.73 86
6 months -12.67 94
1 Year 16.10 44
3 Year 17.07 32
5 Year 5.05 78
10 Year 12.89 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -46.44
Bull Market (2/09 - 3/21) 827.28

Load Adjusted Returns as of Mar 31, 2026

1 Year 14.94
5 Year 5.04
10 Year 12.89
Since Inception 9.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -9.73 NA NA NA
2025 -14.58 21.72 9.22 -3.24
2024 14.36 5.97 1.95 7.72
2023 11.53 13.72 -5.07 12.58
2022 -10.33 -21.77 -6.38 1.05
2021 2.38 10.69 -3.67 1.02

Annual Return

20262025202420232022202120202019201820172016
% Total Return -9.739.8733.1135.55-33.6310.2840.8437.33-3.6328.611.45
% Total Return Rel to Index -5.40-8.358.099.31-15.43-18.3922.445.840.756.81-10.48
% Total Return Rel to Peer -6.52-2.8413.7212.55-13.93-11.7720.938.903.227.93-6.36
% Perf Quintile vs Peer* 5.004.001.001.005.005.001.001.002.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.004.250.600.001.665.461.901.862.100.741.00
Expense Ratio 0.001.721.731.751.741.741.741.761.771.791.80

* 1 = Top 20%, 5 = Bottom 20%