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VK-EQI-PC-3 FactSheet 1/13/2014 4:14 PM Page 1 Mutual Fund Retirement Share Classes Data as of Dec. 31, 2013 Invesco Equity and Income Fund Balanced Investment Objective The fund seeks current income.

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Equity income funds invest in a range of dividend-paying stocks - some funds may have a benchmark or geographical focus, while others may only consider companies with a minimum credit-rating or dividend yield.

Invesco Equity and Income Fund has an expense ratio of 0.78 percent.

What is the All Weather Portfolio? The All Weather Portfolio is an investment portfolio whose purpose is to perform well under different economic environments. Because of this mandate, the portfolio consists of 55% U.S. bonds, 30% U.S. stocks, and 15% hard assets (Gold + Commodities).

Invesco Equity and Income A ACEIX.

The All Weather strategy was designed to solve this problem by taking full advantage of the powers of diversification. It is a risk-balanced portfolio of asset classes structured to provide equity-like returns with far less risk.

The key to creating an all-weather portfolio is three fold. Firstly, you need to get your asset class mix right and build in diversification. Secondly, you need to adopt a more dynamic approach to asset allocation. Lastly, the phased approach always works best in volatile markets!

Invesco Equity and Income Fund is an actively managed strategy designed to weather the market's ups and downs. The fund is composed of large cap value stocks, high quality bonds and convertible securities focused on the potential for growth and income with safety of principal.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232