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15 important things you should know about Invesco ATIRX mutual fund

Updated: September 18, 2020
14
Bull Case
  • 15-year return above the benchmark
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

Before we start: if you’re looking for ATIRX “stock” price, you can quickly find it out by visiting Finny and typing "ATIRX quote". If you’re looking for a quick scoop on ATIRX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ATIRX". You’ll get all this info in one place.

Are you looking to buy or sell ATIRX? Or perhaps you’re looking for ATIRX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this ATIRX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: ATIRX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: ATIRX buy or sell; the pros and cons of investing in ATIRX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to ATIRX.

And here is the list of questions we’ll answer:

  1. Describe AIM Investment Funds (Invesco Investment Funds): Invesco Select Companies Fund; Class R Shares (ATIRX).
  2. What are ATIRX holdings?
  3. What is ATIRX performance? What are ATIRX historical returns?
  4. How many up and down years did ATIRX have historically?
  5. What is ATIRX dividend yield?
  6. What is ATIRX minimum initial investment amount?
  7. What is ATIRX expense ratio?
  8. Does ATIRX have any sales loads or 12b-1 distribution expenses?
  9. What is ATIRX tax efficiency (tax-cost ratio)?
  10. What is ATIRX beta? How would you assess ATIRX risk?
  11. What is ATIRX Sharpe ratio?
  12. What is ATIRX Finny Score? ATIRX buy or sell?
  13. What are the pros of investing in ATIRX? What are ATIRX buy reasons?
  14. What are the cons of investing in ATIRX? What are ATIRX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AIM Investment Funds (Invesco Investment Funds): Invesco Select Companies Fund; Class R Shares (ATIRX).

The Fund seeks long-term growth of capital by normally investing at least 80% of its assets in equity securities, including convertible securities, of small-capitalization companies. The Fund's investments may include synthetic instruments, and may invest up to 10% of its total assets in fixed-income instruments.

2. What are ATIRX top holdings?

ATIRX has 25 stock holdings and 0 bond holdings.

The top 10 holdings represent 58.53% of total assets. Here are the top holdings:

Name Symbol % Assets
Encore Capital Group Inc ECPG 6.27%
Nuance Communications Inc NUAN 6.23%
Liberty Broadband Corp A LBRDA 6.17%
CommScope Holding Co Inc COMM 6.16%
Equiniti Group PLC EQN.L 6.15%
Charles River Laboratories International Inc CRL 5.98%
Insight Enterprises Inc NSIT 5.75%
Tempur Sealy International Inc TPX 5.43%
Colliers International Group Inc CIGI.TO 5.42%
Global Payments Inc GPN 4.97%

3. What is ATIRX performance? What are ATIRX historical returns?

ATIRX has generated the following returns:

  • 1-month return is 5.79%;
  • 3-month return is 7.01%;
  • 1-year return is 2.28%;
  • 3-year return is 2.01%;
  • 5-year return is 6.66%;
  • 10-year return is 9.30%;
  • 15-year return is 7.17%.

4. How many up and down years did ATIRX have historically?

In the last 10 years, ATIRX had 8 up years and 2 down years. See Performances

5. What is ATIRX dividend yield?

ATIRX yield is 0%.

6. What is ATIRX minimum initial investment amount?

ATIRX minimum initial investment amount is N/A.

7. What is ATIRX expense ratio?

ATIRX expense ratio is 1.5%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. Does ATIRX have any sales loads or 12b-1 distribution expenses?

ATIRX 12b-1 distribution fee is 0.5. ATIRX front-end sales load is 0. ATIRX back-end sales load is 0.

9. What is ATIRX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 1.8%;
  • 3-year ax cost ratio is 2.22%.

See Taxes

10. What is ATIRX beta? How would you assess ATIRX risk?

  • 3-year beta is 1.34;
  • 5-year beta is 1.26;
  • 10-year beta is 1.18.

See Risks

11. What is ATIRX Sharpe ratio?

  • 3-year Sharpe ratio is -0.03;
  • 5-year Sharpe ratio is 0.14;
  • 10-year Sharpe ratio is 0.50.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 14. Our quantitative analysis shows 1 reason to buy and 6 reasons to sell it, resulting in the Finny Score of 14.

13. What are the pros of investing in ATIRX? What are ATIRX buy reasons?

The following are ATIRX strengths from our perspective:

  • <strong>ATIRX 15-year return</strong> is 7.17%, which is in line with the 15-year return of the benchmark index (Russell 2000 TR USD), 7.21%.

14. What are the cons of investing in ATIRX? What are ATIRX negatives?

The following are ATIRX weaknesses from our perspective:

  • <strong>ATIRX net assets</strong> are $13.10 million. This fund is not a popular choice with retail investors.
  • <strong>ATIRX 3-year return</strong> is 2.01%, which is lower than the 3-year return of the benchmark index (Russell 2000 TR USD), 4.23%.
  • <strong>ATIRX 5-year return</strong> is 6.66%, which is lower than the 5-year return of the benchmark index (Russell 2000 TR USD), 7.72%.
  • <strong>ATIRX 10-year return</strong> is 9.3%, which is lower than the 10-year return of the benchmark index (Russell 2000 TR USD), 10.6%.
  • <strong>ATIRX expense ratio</strong> is 1.5%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.5%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.
In the ATIRX review, we covered ATIRX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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