SPICX – Invesco S&P 500 Index C 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 of companies included in the S&P 500® Index, and in derivatives and other instruments that have economic characteristics similar to such securities. The index measures the performance of equity securities of larger U.S. companies. 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
SPIDX	Invesco S&P 500 Index Fund Class Y	Institutional	Open			Sep 26, 1997	$750.62M	0.290%	Low	$1,000	$37.83M
SPISX	Invesco S&P 500 Index Fund ClassR6	Institutional	Open			Apr 4, 2017	$90.54M	0.190%	Low	$1M	$16.24M
SPIAX	Invesco S&P 500 Index Fund Class A	Front Load	Open			Sep 26, 1997	$3.58B	0.540%	Low	$1,000	$156.83M
SPICX	Invesco S&P 500 Index Fund Class C	Level Load	Open			Sep 26, 1997	$485.03M	1.290%	Low	$1,000	−$29.19M

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