SCRUX – Invesco Income Advantage U.S. Fund R Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks income and long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of U.S. issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in U.S. equity securities, including common and preferred stock, and ELNs. It may also invest in real estate investment trusts (REITs), which are trusts that sell equity and/or debt securities to investors and use the proceeds to invest in real estate or interests therein.

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
SCNUX	Invesco Income Advantage U.S. Fund Investor Class	No Load	Open			Apr 25, 2008	$35.06M	1.110%	Below Average	$1,000	−$2.84M
SCAYX	Invesco Income Advantage U.S. Fund Class Y	Institutional	Open			Oct 3, 2008	$16.92M	0.860%	Below Average	$1,000	−$244,541.65
SCAUX	Invesco Income Advantage U.S. Fund Class A	Front Load	Open			Mar 31, 2006	$160.51M	1.110%	Low	$1,000	−$9.02M
SCCUX	Invesco Income Advantage U.S. Fund Class C	Level Load	Open			Mar 31, 2006	$2.51M	1.860%	Below Average	$1,000	−$483,523.39
SCIUX	Invesco Income Advantage U.S. Fund R5 Class	Retirement, Large	Limited			Mar 31, 2006	$12,770.00	0.840%	Above Average	$1M	−$112,730.73
SLESX	Invesco Income Advantage U.S. Fund Class R6	Retirement, Large	Open			Apr 4, 2017	$1.48M	0.770%	Average	$1M	−$731,340.35
SCRUX	Invesco Income Advantage U.S. Fund Class R	Retirement, Medium	Open			Mar 31, 2006	$1.37M	1.360%	High	$1,000	$33,105.48

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