Invesco Ltd.

Frequently Asked Questions About IVZ

What does IVZ invest in?

Invesco Ltd. engages in the investment management business. Its products include mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.

What is the expense ratio of IVZ?

An expense ratio for Invesco Ltd. (IVZ) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is IVZ?

Invesco Ltd. (IVZ) manages $13.97B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is IVZ actively managed or an index fund?

IVZ's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was IVZ launched?

Invesco Ltd. (IVZ) launched in August 1995 and is managed by Invesco.

How has IVZ performed?

IVZ's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.