About SMISX
The Invesco Summit Fund R6 is a mutual fund that aims to achieve long-term capital growth by investing in a diversified portfolio of growth-oriented equities across all market capitalizations. Its investment strategy focuses on identifying companies with sustainable revenue, earnings, and cash flow growth that have not yet been fully recognized by the market. The fund avoids exposure to businesses primarily engaged in alcohol, tobacco, or gambling, reflecting a socially conscious investment approach. Managed by a seasoned team leveraging deep, fundamental research, the fund’s portfolio is concentrated in leading technology and consumer companies, with major holdings including Nvidia, Amazon, Microsoft, Meta Platforms, and Apple. This disciplined, research-driven process helps the fund target opportunities in sectors with strong growth prospects while also controlling sector and stock-specific risks. The Invesco Summit Fund R6 plays a significant role in the market by providing investors with exposure to large-cap growth equities, supported by rigorous portfolio construction and competitive expense ratios relative to peers.
Fund Family Invesco
Category Multi-Cap Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol SMISX
Index Russell 1000 Growth TR
SMISX had a total return of 1.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.05%.
