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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+4.39% 3 years+5.33%
3 months+5.31% 5 years+8.89%
1 year+21.84% Since inception+9.48%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+8.89%+11.30%
Expense ratio2.01%1.21%
Risk 5 year sharpe ratio0.680.85
Net assets$540.9M$987.2M
Average market cap$2.6B$3.1B
Average P/E21.421.2
Portfolio turnover20%20%

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Fund Management and Purchase Info

Fund familyInvesco
Fund manager & tenureRobert Mikalachki / 13 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock77.59%
International stock14.37%
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
COMM CommScope Holding Company Inc6.56%
ECPG Encore Capital Group Inc6.51%
BAH Booz Allen Hamilton Holding Corp5.14%
SAVE Spirit Airlines Inc4.97%
GLOG GasLog Ltd4.96%
MSCC Microsemi Corp4.96%
LBRDA Liberty Broadband Corp4.89%
RBC Regal Beloit Corp4.70%
JWA John Wiley & Sons Inc4.64%
CRL Charles River Laboratories International Inc4.48%