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Invesco Select Companies Fund Class R (ATIRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.61+0.25 (+1.74%)
At close: 07:00PM EST

Invesco Select Companies Fund Class R

AIM Investment Funds

11 Greenway Plaza,Suite 100

Houston, TX 77046

800-959-4246
Management information
Magnus M. Krantz,Lead manager since 14 October 2020
Mr. Krantz has been a Vice President of the Sub-Adviser since May 2009 and a portfolio manager of the Sub-Adviser since November 2012. He has served as sector manager for technology for the Sub-Adviser’s Main Street Investment Team since May 2009. Prior to joining the Sub-Adviser, Mr. Krantz was a sector manager at RS Investments and Guardian Life Insurance Company. Mr. Krantz joined Guardian Life Insurance Company in December 2005 and transitioned to RS Investments in October 2006 in connection with Guardian Life Insurance Company’s acquisition of an interest in RS Investments. Mr. Krantz served as a portfolio manager and analyst at Citigroup Asset Management from 1998 to 2005 and as a consultant at Price Waterhouse from 1997 to 1998. He also served as product development engineer at Newbridge Networks from 1993 to 1996 and as a software engineer at Mitel Corporation from 1990 to 1993. Mr. Krantz is a portfolio manager of other portfolios in the OppenheimerFunds complex.Mr. Krantz holds an M.B.A. from Columbia University and a Bachelor of Engineering (Electrical) from Carleton University in Ottawa, Canada.
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Blend
Fund familyInvesco
Net assets279.8M
YTD return17.82%
Yield0.00%
Morningstar rating★★
Inception date29 Apr 2004

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseATIRXCategory average
Annual report expense ratio (net)1.53%1.03%
Prospectus net expense ratio1.53%N/A
Prospectus gross expense ratio1.53%N/A
Max 12b1 fee0.50%N/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection483N/A
5-yr expense projection834N/A
10-yr expense projection1,824N/A