Invesco Capital Development C (ACDCX)
13.52
0.14(1.05%) Jun 8
| Prev Close: | 13.52 |
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| YTD Return*: | 3.85% |
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| Net Assets*: | 545.14M |
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| Yield*: | N/A |
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* As of 31-May-12
Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for ACDCX at this time.
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 545.14M |
| Category: | Mid-Cap Growth |
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| Annual Report Expense Ratio (net): | 2.03% |
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Performance & Risk
| YTD Return: | 3.85% |
| 5y Avg Return: | -4.51% |
| Rank in Category (ytd): | 76 |
| % Rank in Category (ytd): | 10.47% |
| Beta (3y): | 1.25 |
| Morningstar Risk Rating: | 3 |
Fund Summary
The investment seeks long-term growth of capital.
The fund invests primarily in equity securities of mid-capitalization issuers. The Adviser seeks to invest in companies with solid management teams, sound business models, strong financial health, attractive growth outlooks, and compelling valuations levels. The fund may invest up to 25% of its total assets in foreign securities.
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