About CSMMX
The Invesco Summit Fund Class C is a mutual fund designed to pursue long-term capital growth by investing in equity securities across all market capitalizations, with a primary emphasis on companies demonstrating sustainable revenue, earnings, and cash flow growth. The fund actively seeks out stocks where these positive fundamentals are not yet fully reflected in current valuations, aiming to capitalize on market inefficiencies. Its portfolio is diversified across both large and mid-cap companies and spans various industries, with a notable concentration in high-growth sectors such as technology and consumer services. Major holdings include leading firms like Nvidia, Microsoft, Amazon, Meta Platforms, and Apple, underscoring the fund’s orientation toward growth-oriented, innovative businesses. Classified within the large-growth category, the Invesco Summit Fund Class C holds a significant position among peers for its focus on identifying companies with robust growth prospects, making it a key player in the growth equity mutual fund space.
Fund Family Invesco
Category Large Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CSMMX
Share Class Class C
Index Russell 1000 Growth TR
CSMMX had a total return of 17.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.16%.
