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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-1.23% 3 years+6.46%
3 months+4.89% 5 years+8.59%
1 year-12.86% Since inception+8.91%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+8.59%+10.94%
Expense ratio1.99%1.24%
Risk 5 year sharpe ratio0.780.77
Net assets$855.1M$798.4M
Average market cap$1.8B$2.6B
Average P/E14.519.7
Portfolio turnover10%10%

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Fund Management and Purchase Info

Fund familyInvesco
Fund manager & tenureRobert Mikalachki / 12 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock75.63%
International stock8.22%
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 Inc6.96%
MSCC Microsemi Corp6.72%
BAH Booz Allen Hamilton Holding Corp6.10%
ALR Alere Inc5.92%
CUB Cubic Corp5.10%
CRL Charles River Laboratories International Inc4.96%
JWA John Wiley & Sons Inc4.90%
ADS Alliance Data Systems Corp4.16%
RBC Regal Beloit Corp4.09%
-- 4.05%