Morningstar

Invesco Summit Fund Class R SMMRX

Medalist Rating as of Aug 31, 2026 See Invesco Investment Hub

Strategy

The investment seeks long-term growth of capital. The fund invests primarily in equity securities of issuers of all market capitalizations that are considered by the fund's portfolio managers to have potential for earnings or revenue growth. The principal type of equity securities in which it invests is common stock. The fund does not invest in companies whose primary business involves alcohol, tobacco or gambling. It may invest up to 25% of its net assets in foreign securities, including up to 10% of its net assets in emerging markets countries, i.e., those that are generally in the early stages of their industrial cycles. 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
SMMIX	Invesco Summit Fund Class P	No Load	Limited			Nov 1, 1982	$2.75B	0.820%	Average	$0	−$447.34M
SMMSX	Invesco Summit Fund Class S	No Load	Open			Sep 25, 2009	$4.76M	0.870%	Above Average	$0	−$868,740.48
ASMYX	Invesco Summit Fund Class Y	Institutional	Open			Oct 3, 2008	$32.90M	0.720%	Above Average	$1,000	$5.15M
ASMMX	Invesco Summit Fund Class A	Front Load	Open			Oct 31, 2005	$523.75M	0.970%	Average	$1,000	−$49.16M
CSMMX	Invesco Summit Fund Class C	Level Load	Open			Oct 31, 2005	$15.93M	1.720%	Average	$1,000	−$7.55M
SMITX	Invesco Summit Fund R5 Class	Retirement, Large	Limited			Oct 3, 2008	$18,507.00	0.690%	Above Average	$1M	−$610.37
SMISX	Invesco Summit Fund Class R6	Retirement, Large	Open			Apr 4, 2017	$17.41M	0.690%	Above Average	$1M	−$2.51M
SMMRX	Invesco Summit Fund Class R	Retirement, Medium	Open			Sep 30, 2025	$75,797.00	1.220%	Above Average	$1,000	$62,034.05

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