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AIM Investment Funds (Invesco Investment Funds) - Invesco Endeavor Fund (ATDFX)

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18.55+0.23 (+1.26%)
At close: 08:00PM EDT

AIM Investment Funds (Invesco Investment Funds) - Invesco Endeavor Fund

AIM Investment Funds

11 Greenway Plaza,Suite 100

Houston, TX 77046

800-959-4246
Management Information
Belinda Cavazos,Lead Manager since October 14, 2020
Belinda is a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She is a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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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

CategoryMid-Cap Blend
Fund FamilyInvesco
Net Assets110.49M
YTD Return14.89%
Yield0.00%
Morningstar Rating
Inception DateSept 23, 2012

Fund Operations

Last Dividend0.11
Last Cap Gain0.00
Holdings Turnover81.00%
Average for CategoryN/A

Fees & Expenses

ExpenseATDFXCategory Average
Annual Report Expense Ratio (net)1.00%0.94%
Prospectus Net Expense Ratio1.00%N/A
Prospectus Gross Expense Ratio1.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection318N/A
5 Yr Expense Projection552N/A
10 Yr Expense Projection1,225N/A