Invesco Oppenheimer Preferred Securities and Income Fund Class C (PSTHX)
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Invesco Oppenheimer Preferred Securities and Income Fund Class C
AIM Investment Funds
11 Greenway Plaza,Suite 100
Houston, TX 77046
800-959-4246
Management Information
Chuck Burge,Lead Manager since June 20, 2019
Mr. Burge joined Invesco in 2002 as a portfolio manager and has held various positions with increased responsibility within the Taxable Investment grade team. He assumed his mutual fund management responsibilities in 2009 across a series of strategies, including the US Core Plus Bond Fund. Prior to joining Invesco, Mr. Burge spent seven years with Criterion Investment Management. He entered the industry in 1993.
Mr. Burge earned a BS degree in economics from Texas A&M University. He also earned an MBA in finance and accounting from Rice University.
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Morningstar Category
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Fund Overview
CategoryPreferred Stock
Fund FamilyInvesco
Net Assets16.24M
YTD Return14.35%
YieldN/A
Morningstar RatingN/A1
Inception DateMay 23, 2019
Fund Operations
Last Dividend0.02
Last Cap Gain0.00
Holdings Turnover23.00%
Average for CategoryN/A
Fees & Expenses
ExpensePSTHXCategory Average
Annual Report Expense Ratio (net)1.94%1.00%
Prospectus Net Expense Ratio1.94%N/A
Prospectus Gross Expense Ratio2.53%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A4.00%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection672N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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