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Invesco Mutual Funds List

Here you can find all mutual funds issued by Invesco and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.


Issuer is Invesco
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Invesco Global FundGlobal EquitiesDec 21, 19691.04%
-8.67%
10.52%
27.15%
13
Invesco Global Strategic Income FundGlobal BondsOct 15, 19891.00%
-5.17%
1.87%
3.27%
8
Invesco AMT-Free Municipal FundMunicipal BondsOct 26, 19760.75%
-0.74%
3.45%
2.63%
7
Invesco Capital Appreciation FundLarge Cap Growth EquitiesJan 22, 19810.95%
-6.40%
13.95%
11.67%
24
Invesco Rochester Municipal Opportunities FundHigh Yield MuniSep 30, 19930.72%
-0.76%
4.14%
3.63%
5
Invesco Rochester Municipal Opportunities Fund Cla...Municipal BondsNov 29, 20100.92%
-0.76%
4.42%
3.80%
5
Invesco Short Term Municipal FundMunicipal BondsDec 5, 20100.50%
-0.27%
2.02%
2.20%
83
Invesco International Small-Mid Company FundForeign Small & Mid Cap EquitiesNov 16, 19971.33%
-2.85%
5.88%
20.72%
19
Invesco Main Street Small Cap FundSmall Cap Blend EquitiesMay 17, 20130.68%
-0.22%
10.53%
8.13%
18
Invesco Select Risk: High Growth Investor FundDiversified PortfolioApr 4, 20050.14%
0.00%
8.50%
5.49%
51
Invesco Select Risk: Conservative Investor FundDiversified PortfolioApr 4, 20050.17%
0.44%
3.83%
3.83%
75
Invesco Select Risk: Moderate Investor FundDiversified PortfolioApr 4, 20050.13%
0.49%
6.78%
4.67%
57
Invesco Multi-Asset Income FundDiversified PortfolioDec 13, 20110.59%
-0.33%
4.04%
6.45%
48
Invesco Advantage International FundForeign Large Cap EquitiesAug 27, 20150.64%
4.64%
7.96%
3.14%
77
Invesco Global Allocation FundGlobal AllocationOct 31, 19911.15%
0.98%
6.23%
6.73%
59
Invesco Fundamental Alternatives FundMultistrategyJan 2, 19891.33%
1.58%
1.51%
0.73%
4
Invesco Rochester New York Municipals FundMunicipal BondsMay 14, 19860.78%
-1.04%
3.68%
3.14%
3
Invesco Income Advantage U.S. FundDerivative IncomeMar 30, 20061.05%
-2.46%
6.93%
6.34%
48
Invesco Small Cap Equity Fund Class ASmall Cap Blend EquitiesAug 31, 20001.22%
0.14%
9.06%
9.33%
23
Invesco Summit FundLarge Cap Growth EquitiesNov 1, 19820.84%
-8.21%
13.93%
16.10%
22

Rows per page

81–100 of 124

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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