CGRWX – Invesco Comstock Select A Investment Strategy | Morningstar

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Strategy

The investment seeks total return through growth of capital and current income. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest in securities of issuers of any market capitalization, and at times might increase its emphasis on securities of issuers in a particular capitalization range. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CGRYX	Invesco Comstock Select Fund Class Y	Institutional	Open			Dec 16, 1996	$75.39M	0.680%	Average	$1,000	−$5.85M
CGRWX	Invesco Comstock Select Fund Class A	Front Load	Open			Sep 16, 1985	$635.32M	0.920%	Below Average	$1,000	−$63.52M
CGRCX	Invesco Comstock Select Fund Class C	Level Load	Open			May 1, 1996	$23.71M	1.680%	Average	$1,000	−$5.43M
OGRIX	Invesco Comstock Select Fund Class R6	Retirement, Large	Open			Feb 28, 2012	$36.41M	0.590%	Average	$1M	−$4.48M
IOVVX	Invesco Comstock Select Fund Class R5	Retirement, Large	Limited			May 24, 2019	$10,987.00	0.590%	Average	$1M	−$1,349.73
CGRNX	Invesco Comstock Select Fund Class R	Retirement, Medium	Open			Mar 1, 2001	$52.74M	1.180%	Average	$0	−$3.02M

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