ACEIX — Invesco Equity and Income Fund Class A

The primary objective of this fund is to generate current income, with capital appreciation serving as a secondary aim. Under typical market conditions, the fund allocates at least 80% of its total net assets (inclusive of any funds borrowed for investment) to a combination of equity and income-generating securities, alongside derivatives and other instruments that possess similar economic attributes. A significant portion, specifically a minimum of 65% of its net assets, is ordinarily directed towards equity investments designed to produce income. Furthermore, the fund has the discretion to invest up to 25% of its net assets in securities issued by foreign entities.

Company profile

• Sector: Financial Services
• Industry: Asset Management - Income
• Country: US
• Exchange: NASDAQ
• Website: https://www.invesco.com/us/en/financial-products/mutual-funds/invesco-equity-and-income-fund-class-a.html

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Educational tool only — not investment advice.