Fund Research and Analysis

by Kathryn Spica, CFA
Rising equity markets have buoyed Invesco American Franchise. During 2013's stock market rally, this fund delivered an impressive 40% return, outpacing the 33% return of the Russell 1000 Growth Index. Solid stock picks within the consumer discretionary   Read more 

Process Pillar:Neutral

Lead manager Erik Voss focuses on deep-dive research and fundamental analysis to build a portfolio of what he characterizes as stable-growth and catalyst-growth companies. The former consists of companies   Read more 

Performance Pillar:Neutral

The strong stock market of 2013 provided a shot in the arm for this fund. Boosted by strong stock picks in the consumer discretionary and information technology sector, this fund's 39.7% return for the   Read more 

People Pillar:Neutral

Lead portfolio manager Erik Voss and comanager Ido Cohen took over this fund in June 2010 after Invesco completed its acquisition of Van Kampen from Morgan Stanley. Voss became comanager on Invesco Summit ASMMX, an all-cap fund run with a similar strategy,  Read more 

Price Pillar:Positive

This fund's A share class holds more than 80% of the fund's assets and has a 1.06% expense ratio that's lower than the 1.20% of its median large-cap front-load peers. The fund's remaining assets are   Read more 

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Despite a Downgrade, This Foreign Fund Remains a Fine Pick 
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