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Invesco Select Companies Fund Class C (ATICX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund generally invests in equity securities of small-capitalization issuers. It may invest up to 10% of its net assets in fixed-income securities such as investment-grade debt securities and longer-term U.S. government securities. The fund may invest up to 25% of its net assets in foreign securities. It may at times invest a significant amount of its assets in cash and cash equivalents.


1 month+3.96% 3 years+7.39%
3 months+8.90% 5 years+9.91%
1 year+19.04% Since inception+9.97%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+9.91%+12.99%
Expense ratio2.01%1.20%
Risk 5 year sharpe ratio0.880.96
Net assets$484.1M$1.0B
Average market cap$3.3B$3.3B
Average P/E24.922.3
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyInvesco
Fund manager & tenureRobert Mikalachki / 14 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock77.74%
International stock12.73%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 22.79%
Hardware 22.19%
Business service 12.21%
Consumer service 11.09%
Consumer goods 9.68%
Top 10 Holdings
Portfolio weighting
ECPG Encore Capital Group Inc6.85%
GLOG GasLog Ltd5.73%
COMM CommScope Holding Company Inc5.41%
MSCC Microsemi Corp5.16%
LBRDA Liberty Broadband Corp5.05%
BAH Booz Allen Hamilton Holding Corp4.75%
CRL Charles River Laboratories International Inc4.59%
JWA John Wiley & Sons Inc4.51%
RBC Regal Beloit Corp4.50%
SAVE Spirit Airlines Inc4.30%