Founded in 1978, Invesco Ltd. had $1.48 trillion in preliminary assets under management as of Mar 31, 2023. With nearly 750 investment professionals and more than 8,000 employees, the company offers a wide range of financial services through its offices in 25 countries.
This renowned global investment management company offers financial solutions through a diverse set of investment vehicles across major equity, fixed-income and alternative asset classes. Mutual funds managed by the company include both equity and fixed-income funds, and domestic and international funds.
Invesco SteelPath MLP Select 40 Fund seeks total return by investing the majority of its net assets in master limited partnerships. MLPFX chooses issuers that are engaged in the transportation, storage, processing, refining, marketing, exploration, production and mining of minerals and natural resources. It also considers derivatives and other instruments that have similar economic characteristics.
Invesco SteelPath MLP Select 40 Fund has three-year annualized returns of 47%. As of November 2022, MLPFX held 39 issues, with 7.4% of its assets invested in ENERGY TRANSFER LP.
Invesco Small Cap Value Fund seeks to achieve capital appreciation by investing in a diversified portfolio of equity securities of small-cap companies, convertible securities and securities issued by foreign companies. VSCAX pays out dividends and capital gains annually.
Invesco Small Cap Value Fund has three-year annualized returns of 41.6%. Jonathan Mueller has been one of the fund managers of VSCAX since 2010.
Invesco Convertible Securities Fund seeks long-term capital appreciation by investing most of its net assets inconvertible securities, such as preferred stocks and bonds. CNSDX distributes dividends on quarterly and capital gains annually.
Invesco Convertible Securities Fund has three-year annualized returns of 13.7%. CNSDX has an expense ratio of 0.68% compared with the category average of 1.13%.
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3 Invesco Mutual Funds for Spectacular Returns
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